HGWM
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Horst & Graben Wealth Management’s Ubiquiti UI Stock Holding History

Horst & Graben 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
Q1 		$409K Hold
405
– – 0.06% 129
2025
Q4 		$224K Buy
405
+1
+0.2% +$633 0.03% 167
2025
Q3 		$267K Buy
+404
New +$202K 0.04% 148

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Horst & Graben Wealth Management's UI Position: Q1 2026 in Review

Horst & Graben Wealth Management held its Ubiquiti (UI) position steady in Q1 2026 at 405 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #129.

Horst & Graben Wealth Management first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Horst & Graben Wealth Management held 405 shares of Ubiquiti worth $409K as of Q1 2026.
  • Horst & Graben Wealth Management left its Ubiquiti share count unchanged in Q1 2026.
  • Ubiquiti made up 0.06% of Horst & Graben Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Horst & Graben Wealth Management first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.