IHWM
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Iron Horse Wealth Management’s Ubiquiti UI Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$54.3K Buy
+132
New +$48.1K 0.02% 128

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Iron Horse Wealth Management's UI Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Ubiquiti (UI) in Q2 2025: 132 shares worth $54.3K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings.

319 funds tracked by Wall St. Rank hold UI as of Q2 2025.

  • Iron Horse Wealth Management held 132 shares of Ubiquiti worth $54.3K as of Q2 2025.
  • Ubiquiti was a new Iron Horse Wealth Management position in Q2 2025.
  • Ubiquiti made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #128 holding.
  • 319 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.