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HBW Advisory Services’s Ubiquiti UI Stock Holding History

HBW Advisory Services’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
-327
Closed -$258K – 497
2026
Q1 		$258K Buy
+327
New +$222K 0.03% 376
2025
Q4 		– Sell
-326
Closed -$215K – 449
2025
Q3 		$215K Buy
+326
New +$163K 0.02% 389

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
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HBW Advisory Services's UI Position: Q2 2026 in Review

HBW Advisory Services sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 327 shares — an estimated $258K sold.

HBW Advisory Services first reported a position in UI in Q3 2025 and held it in 2 quarters. The position peaked at $258K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • HBW Advisory Services reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • HBW Advisory Services sold 327 Ubiquiti shares in Q2 2026, an estimated $258K.
  • HBW Advisory Services first reported a position in Ubiquiti in Q3 2025 and held it in 2 quarters.
  • HBW Advisory Services's Ubiquiti position peaked at $258K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.