Global Retirement Partners’s Ubiquiti UI Stock Holding History

Global Retirement 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
2025 Q4	$10.5K	Buy	19 +6	+46%	+$3.8K	﹤0.01%	3132
2025 Q3	$8.59K	Sell	13 -2	-13%	-$998	﹤0.01%	2754
2025 Q2	$6.19K	Buy	+15	New	+$5.46K	﹤0.01%	2814
2024 Q4	$3.32K	Hold	10	–	–	﹤0.01%	2878
2024 Q3	$2.22K	Sell	10 -2	-17%	-$365	﹤0.01%	2906
2024 Q2	$1.75K	Buy	12 +2	+20%	+$257	﹤0.01%	3013
2024 Q1	$1.16K	Hold	10	–	–	﹤0.01%	2930
2023 Q4	$1.26K	Hold	10	–	–	﹤0.01%	2831
2023 Q3	$1.34K	Hold	10	–	–	﹤0.01%	2680
2023 Q2	$1.76K	Hold	10	–	–	﹤0.01%	2594
2023 Q1	$2.29K	Buy	+10	New	+$2.77K	﹤0.01%	2457
2019 Q4	–	Sell	-144	Closed	-$17K	–	1703
2019 Q3	$17K	Buy	144 +1	+0.7%	+$121	﹤0.01%	971
2019 Q2	$19K	Sell	143 -12	-8%	-$1.74K	﹤0.01%	923
2019 Q1	$23K	Hold	155	–	–	0.01%	781
2018 Q4	$15K	Hold	155	–	–	﹤0.01%	854
2018 Q3	$15K	Sell	155 -135	-47%	-$11.9K	﹤0.01%	926
2018 Q2	$25K	Hold	290	–	–	0.01%	731
2018 Q1	$20K	Buy	+290	New	+$20.7K	0.01%	766

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Capital World Investors

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AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return