HWM
UI icon

Hemington Wealth Management’s Ubiquiti UI Stock Holding History

Hemington 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
Q3 		$11K Hold
18
– – ﹤0.01% 865
2025
Q2 		$7K Hold
18
– – ﹤0.01% 1010
2025
Q1 		$5K Hold
18
– – ﹤0.01% 1077
2024
Q4 		$5K Sell
18
-1
-5% -$301 ﹤0.01% 1039
2024
Q3 		$5K Buy
+19
New +$3.47K ﹤0.01% 964

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Hemington Wealth Management's UI Position: Q3 2025 in Review

Hemington Wealth Management held its Ubiquiti (UI) position steady in Q3 2025 at 18 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Hemington Wealth Management first reported a position in UI in Q3 2024 and has held it in 5 quarters since. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Hemington Wealth Management held 18 shares of Ubiquiti worth $11K as of Q3 2025.
  • Hemington Wealth Management left its Ubiquiti share count unchanged in Q3 2025.
  • Ubiquiti made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #865 holding.
  • Hemington Wealth Management first reported a position in Ubiquiti in Q3 2024 and has held it in 5 quarters since.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.