HHGA
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Halbert Hargrove Global Advisors’s Ubiquiti UI Stock Holding History

Halbert Hargrove Global Advisors’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
-18
Closed -$11.9K – 722
2025
Q3 		$11.9K Buy
+18
New +$8.99K ﹤0.01% 308

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

Halbert Hargrove Global Advisors's UI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 18 shares — an estimated $11.9K sold.

Halbert Hargrove Global Advisors first reported a position in UI in Q3 2025 and held it in 1 quarter. The position peaked at $11.9K in Q3 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 18 Ubiquiti shares in Q4 2025, an estimated $11.9K.
  • Halbert Hargrove Global Advisors first reported a position in Ubiquiti in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Ubiquiti position peaked at $11.9K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.