IPW
UI icon

Impact Partnership Wealth’s Ubiquiti UI Stock Holding History

Impact Partnership Wealth’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 		$1.66M Buy
+3,116
New +$2.35M 0.16% 89
2026
Q1 		– Sell
-2,206
Closed -$1.22M – 445
2025
Q4 		$1.22M Buy
+2,206
New +$1.4M 0.16% 90
2025
Q2 		– Sell
-1,064
Closed -$330K – 352
2025
Q1 		$330K Buy
1,064
+107
+11% +$37.8K 0.07% 164
2024
Q4 		$318K Buy
+957
New +$288K 0.06% 195

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 $3.37T AUM 44.26% 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

Impact Partnership Wealth's UI Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Ubiquiti (UI) in Q2 2026: 3,116 shares worth $1.66M. The stake represents 0.16% of the portfolio and ranks #89 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in UI as recently as Q4 2025.

Impact Partnership Wealth first reported a position in UI in Q4 2024 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Impact Partnership Wealth held 3,116 shares of Ubiquiti worth $1.66M as of Q2 2026.
  • Ubiquiti was a new Impact Partnership Wealth position in Q2 2026.
  • Ubiquiti made up 0.16% of Impact Partnership Wealth's portfolio in Q2 2026, its #89 holding.
  • Impact Partnership Wealth first reported a position in Ubiquiti in Q4 2024 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.