IAA
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Independent Advisor Alliance’s Ubiquiti UI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-10,795
Closed -$5.97M – 1663
2025
Q4 		$5.97M Buy
+10,795
New +$6.83M 0.15% 113

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

Independent Advisor Alliance's UI Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 10,795 shares — an estimated $5.97M sold.

Independent Advisor Alliance first reported a position in UI in Q4 2025 and held it in 1 quarter. The position peaked at $5.97M in Q4 2025. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,795 Ubiquiti shares in Q1 2026, an estimated $5.97M.
  • Independent Advisor Alliance first reported a position in Ubiquiti in Q4 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's Ubiquiti position peaked at $5.97M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.