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Forum Finance Group’s Ubiquiti UI Stock Holding History

Forum Finance Group’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
Q2 		$84K Hold
195
– – 0.03% 199
2026
Q1 		$130K Buy
+195
New +$132K 0.07% 156

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Finance Group's UI Position: Q2 2026 in Review

Forum Finance Group held its Ubiquiti (UI) position steady in Q2 2026 at 195 shares worth $84K. The position accounts for 0.03% of the portfolio, ranked #199.

Forum Finance Group first reported a position in UI in Q1 2026 and has held it in 2 quarters since. The position peaked at $130K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Forum Finance Group held 195 shares of Ubiquiti worth $84K as of Q2 2026.
  • Forum Finance Group left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #199 holding.
  • Forum Finance Group first reported a position in Ubiquiti in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's Ubiquiti position peaked at $130K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.