IFP Advisors’s Ubiquiti UI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $155K | Sell |
196
-193
| -50% | -$131K | ﹤0.01% | 1542 |
|
|
2025
Q4 | $215K | Sell |
389
-1
| -0.3% | -$633 | ﹤0.01% | 1338 |
|
|
2025
Q3 | $258K | Sell |
390
-10
| -3% | -$4.99K | 0.01% | 1173 |
|
|
2025
Q2 | $205K | Sell |
400
-130
| -25% | -$47.3K | 0.01% | 1261 |
|
|
2025
Q1 | $164K | Buy |
530
+514
| +3,213% | +$182K | 0.01% | 1263 |
|
|
2024
Q4 | $5.31K | Sell |
16
-59
| -79% | -$17.8K | ﹤0.01% | 2771 |
|
|
2024
Q3 | $16.6K | Hold |
75
| – | – | ﹤0.01% | 2218 |
|
|
2024
Q2 | $10.9K | Buy |
+75
| New | +$9.63K | ﹤0.01% | 2314 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$2.21K | – | 3351 |
|
|
2022
Q4 | $2K | Buy |
8
+3
| +60% | +$893 | ﹤0.01% | 4231 |
|
|
2022
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 4271 |
|
|
2022
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 4033 |
|
|
2022
Q1 | $3K | Buy |
+5
| New | +$1.35K | ﹤0.01% | 4033 |
|
|
2021
Q1 | – | Sell |
-188
| Closed | -$59.1K | – | 3232 |
|
|
2020
Q4 | $52K | Buy |
+188
| New | +$43.2K | ﹤0.01% | 1424 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$3.35K | – | 2952 |
|
|
2020
Q1 | $3K | Sell |
20
-317
| -94% | -$48.4K | ﹤0.01% | 2278 |
|
|
2019
Q4 | $63K | Sell |
337
-19
| -5% | -$3.06K | ﹤0.01% | 1170 |
|
|
2019
Q3 | $43K | Buy |
+356
| New | +$43K | ﹤0.01% | 1439 |
|
|
2019
Q1 | – | Sell |
-11,129
| Closed | -$1.1M | – | 3397 |
|
|
2018
Q4 | $1.1M | Sell |
11,129
-573
| -5% | -$56.7K | 0.07% | 324 |
|
|
2018
Q3 | $1.16M | Buy |
11,702
+340
| +3% | +$30K | 0.05% | 393 |
|
|
2018
Q2 | $963K | Buy |
11,362
+10,862
| +2,172% | +$851K | 0.04% | 424 |
|
|
2018
Q1 | $36K | Hold |
500
| – | – | ﹤0.01% | 2006 |
|
|
2017
Q4 | $36K | Hold |
500
| – | – | ﹤0.01% | 2030 |
|
|
2017
Q3 | $28K | Sell |
500
-500
| -50% | -$28.8K | ﹤0.01% | 2391 |
|
|
2017
Q2 | $52K | Sell |
1,000
-100
| -9% | -$4.95K | ﹤0.01% | 1945 |
|
|
2017
Q1 | $55K | Buy |
1,100
+500
| +83% | +$27.3K | ﹤0.01% | 1866 |
|
|
2016
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 2087 |
|
|
2016
Q3 | $32K | Sell |
600
-1,205
| -67% | -$57.8K | ﹤0.01% | 2106 |
|
|
2016
Q2 | $70K | Buy |
+1,805
| New | +$67K | ﹤0.01% | 1557 |
|
|
2016
Q1 | – | Sell |
-1,205
| Closed | -$38K | – | 3399 |
|
|
2015
Q4 | $38K | Buy |
+1,205
| New | +$39.8K | ﹤0.01% | 1782 |
|
Other funds holding UI
SIM
IFP Advisors's UI Position: Q1 2026 in Review
IFP Advisors reduced its Ubiquiti (UI) stake by 50% in Q1 2026, selling an estimated $131K and leaving 196 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.
IFP Advisors first reported a position in UI in Q4 2015 and has held it in 28 quarters since. The position peaked at $1.16M in Q3 2018. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.
- IFP Advisors held 196 shares of Ubiquiti worth $155K as of Q1 2026.
- IFP Advisors sold 193 Ubiquiti shares in Q1 2026, an estimated $131K.
- Ubiquiti made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1542 holding.
- IFP Advisors first reported a position in Ubiquiti in Q4 2015 and has held it in 28 quarters since.
- IFP Advisors's Ubiquiti position peaked at $1.16M in Q3 2018.
- 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.