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
2026 Q2	$1.6K	Buy	+3	New	+$2.26K	﹤0.01%	4102
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

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Global Retirement Partners's UI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Ubiquiti (UI) in Q2 2026: 3 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #4102 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UI as recently as Q4 2025.

Global Retirement Partners first reported a position in UI in Q1 2018 and has held it in 19 quarters since. The position peaked at $25K in Q2 2018. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Global Retirement Partners held 3 shares of Ubiquiti worth $1.6K as of Q2 2026.
Ubiquiti was a new Global Retirement Partners position in Q2 2026.
Ubiquiti made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4102 holding.
Global Retirement Partners first reported a position in Ubiquiti in Q1 2018 and has held it in 19 quarters since.
Global Retirement Partners's Ubiquiti position peaked at $25K in Q2 2018.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.