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
Q2 		$218K Buy
406
+1
+0.2% +$754 0.03% 198
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 $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 $3.38T AUM 44.17% 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

Horst & Graben Wealth Management's UI Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its Ubiquiti (UI) stake by 0.25% in Q2 2026, buying an estimated $754 and bringing the position to 406 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #198.

Horst & Graben Wealth Management first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $409K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Horst & Graben Wealth Management held 406 shares of Ubiquiti worth $218K as of Q2 2026.
  • Horst & Graben Wealth Management bought 1 Ubiquiti share in Q2 2026, an estimated $754.
  • Ubiquiti made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Horst & Graben Wealth Management first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • Horst & Graben Wealth Management's Ubiquiti position peaked at $409K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.