FFO
UI icon

Fortitude Family Office’s Ubiquiti UI Stock Holding History

Fortitude Family Office’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
Q3 		$25K Buy
44
+23
+110% +$12.9K ﹤0.01% 746
2026
Q2 		$11.2K Buy
+21
New +$15.8K ﹤0.01% 731

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Fortitude Family Office's UI Position: Q3 2026 in Review

Fortitude Family Office increased its Ubiquiti (UI) stake by 110% in Q3 2026, buying an estimated $12.9K and bringing the position to 44 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Fortitude Family Office first reported a position in UI in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Fortitude Family Office held 44 shares of Ubiquiti worth $25K as of Q3 2026.
  • Fortitude Family Office bought 23 Ubiquiti shares in Q3 2026, an estimated $12.9K.
  • Ubiquiti made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #746 holding.
  • Fortitude Family Office first reported a position in Ubiquiti in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.