Focus Partners Wealth
UI icon

Focus Partners Wealth’s Ubiquiti UI Stock Holding History

Focus Partners Wealth’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$820K Buy
978
+573
+141% +$389K ﹤0.01% 1700
2025
Q4 		$224K Buy
+405
New +$256K ﹤0.01% 2392

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth's UI Position: Q1 2026 in Review

Focus Partners Wealth increased its Ubiquiti (UI) stake by 141% in Q1 2026, buying an estimated $389K and bringing the position to 978 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Focus Partners Wealth first reported a position in UI in Q4 2025 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Focus Partners Wealth held 978 shares of Ubiquiti worth $820K as of Q1 2026.
  • Focus Partners Wealth bought 573 Ubiquiti shares in Q1 2026, an estimated $389K.
  • Ubiquiti made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1700 holding.
  • Focus Partners Wealth first reported a position in Ubiquiti in Q4 2025 and has held it in 2 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.