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Grant Private Wealth Management’s Ubiquiti UI Stock Holding History

Grant Private 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
2026
Q2 		– Sell
-359
Closed -$284K – 169
2026
Q1 		$284K Sell
359
-50
-12% -$33.9K 0.15% 123
2025
Q4 		$226K Hold
409
– – 0.14% 120
2025
Q3 		$270K Buy
+409
New +$204K 0.17% 111

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Grant Private Wealth Management's UI Position: Q2 2026 in Review

Grant Private Wealth Management sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 359 shares — an estimated $284K sold.

Grant Private Wealth Management first reported a position in UI in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q1 2026. 44 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Grant Private Wealth Management reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 359 Ubiquiti shares in Q2 2026, an estimated $284K.
  • Grant Private Wealth Management first reported a position in Ubiquiti in Q3 2025 and held it in 3 quarters.
  • Grant Private Wealth Management's Ubiquiti position peaked at $284K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.