HFS
UI icon

Hughes Financial Services’s Ubiquiti UI Stock Holding History

Hughes Financial 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 		$1.6K Buy
3
+2
+200% +$1.51K ﹤0.01% 810
2026
Q1 		$790 Buy
+1
New +$679 ﹤0.01% 817

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Hughes Financial Services's UI Position: Q2 2026 in Review

Hughes Financial Services increased its Ubiquiti (UI) stake by 200% in Q2 2026, buying an estimated $1.51K and bringing the position to 3 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Hughes Financial Services first reported a position in UI in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Hughes Financial Services held 3 shares of Ubiquiti worth $1.6K as of Q2 2026.
  • Hughes Financial Services bought 2 Ubiquiti shares in Q2 2026, an estimated $1.51K.
  • Ubiquiti made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #810 holding.
  • Hughes Financial Services first reported a position in Ubiquiti in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.