Gateway Investment Advisers
UI icon

Gateway Investment Advisers’s Ubiquiti UI Stock Holding History

Gateway Investment Advisers’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 		– Sell
-1,915
Closed -$1.02M – 882
2026
Q2 		$1.02M Buy
+1,915
New +$1.44M 0.01% 437

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

Gateway Investment Advisers's UI Position: Q3 2026 in Review

Gateway Investment Advisers sold out of Ubiquiti (UI) in Q3 2026, closing a stake of 1,915 shares — an estimated $1.02M sold.

Gateway Investment Advisers first reported a position in UI in Q2 2026 and held it in 1 quarter. The position peaked at $1.02M in Q2 2026. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Gateway Investment Advisers reported no remaining Ubiquiti position as of Q3 2026 after selling out during the quarter.
  • Gateway Investment Advisers sold 1,915 Ubiquiti shares in Q3 2026, an estimated $1.02M.
  • Gateway Investment Advisers first reported a position in Ubiquiti in Q2 2026 and held it in 1 quarter.
  • Gateway Investment Advisers's Ubiquiti position peaked at $1.02M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.