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UI icon

Inspire Investing’s Ubiquiti UI Stock Holding History

Inspire Investing’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 		$5.43M Buy
6,868
+2,110
+44% +$1.43M 0.32% 62
2025
Q4 		$2.63M Buy
+4,758
New +$3.01M 0.24% 105
2022
Q3 		– Sell
-3,717
Closed -$923K – 842
2022
Q2 		$923K Sell
3,717
-303
-8% -$80.6K 0.12% 143
2022
Q1 		$1.17M Sell
4,020
-180
-4% -$48.6K 0.14% 143
2021
Q4 		$1.29M Sell
4,200
-228
-5% -$69.4K 0.15% 140
2021
Q3 		$1.32M Buy
4,428
+1,521
+52% +$470K 0.17% 152
2021
Q2 		$908K Buy
2,907
+1,543
+113% +$452K 0.12% 195
2021
Q1 		$407K Buy
1,364
+529
+63% +$166K 0.06% 393
2020
Q4 		$232K Buy
+835
New +$192K 0.05% 563

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