GSWM
UI icon

Golden State Wealth Management’s Ubiquiti UI Stock Holding History

Golden State Wealth Management’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 		– Sell
-80
Closed -$52.8K – 1760
2025
Q3 		$52.8K Hold
80
– – 0.01% 661
2025
Q2 		$32.9K Hold
80
– – ﹤0.01% 743
2025
Q1 		$24.8K Buy
+80
New +$28.3K ﹤0.01% 751

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Golden State Wealth Management's UI Position: Q4 2025 in Review

Golden State Wealth Management sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 80 shares — an estimated $52.8K sold.

Golden State Wealth Management first reported a position in UI in Q1 2025 and held it in 3 quarters. The position peaked at $52.8K in Q3 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • Golden State Wealth Management reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 80 Ubiquiti shares in Q4 2025, an estimated $52.8K.
  • Golden State Wealth Management first reported a position in Ubiquiti in Q1 2025 and held it in 3 quarters.
  • Golden State Wealth Management's Ubiquiti position peaked at $52.8K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.