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FourThought Financial Partners’s Ubiquiti UI Stock Holding History

FourThought Financial Partners’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 		– Sell
-364
Closed -$201K – 538
2025
Q4 		$201K Sell
364
-127
-26% -$80.3K 0.02% 463
2025
Q3 		$324K Buy
+491
New +$245K 0.03% 294

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SIM
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AQR Capital Management
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Wealth Enhancement Advisory Services
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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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

FourThought Financial Partners's UI Position: Q1 2026 in Review

FourThought Financial Partners sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 364 shares — an estimated $201K sold.

FourThought Financial Partners first reported a position in UI in Q3 2025 and held it in 2 quarters. The position peaked at $324K in Q3 2025. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • FourThought Financial Partners reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 364 Ubiquiti shares in Q1 2026, an estimated $201K.
  • FourThought Financial Partners first reported a position in Ubiquiti in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's Ubiquiti position peaked at $324K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.