GWS
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Greykasell Wealth Strategies’s Ubiquiti UI Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$55.3K Hold
70
– – 0.02% 237
2025
Q4 		$38.7K Hold
70
– – 0.02% 257
2025
Q3 		$46.2K Hold
70
– – 0.02% 210
2025
Q2 		$28.8K Hold
70
– – 0.01% 208
2025
Q1 		$21.7K Buy
+70
New +$24.7K 0.01% 219

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greykasell Wealth Strategies's UI Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Ubiquiti (UI) position steady in Q1 2026 at 70 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #237.

Greykasell Wealth Strategies first reported a position in UI in Q1 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Greykasell Wealth Strategies held 70 shares of Ubiquiti worth $55.3K as of Q1 2026.
  • Greykasell Wealth Strategies left its Ubiquiti share count unchanged in Q1 2026.
  • Ubiquiti made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #237 holding.
  • Greykasell Wealth Strategies first reported a position in Ubiquiti in Q1 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.