JFS Wealth Advisors’s Ubiquiti UI Stock Holding History

JFS Wealth Advisors’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	$1.6K	Hold	3	–	–	﹤0.01%	1678
2026 Q1	$2.37K	Hold	3	–	–	﹤0.01%	1458
2025 Q4	$1.66K	Hold	3	–	–	﹤0.01%	1603
2025 Q3	$1.98K	Hold	3	–	–	﹤0.01%	1444
2025 Q2	$1.24K	Buy	3 +1	+50%	+$364	﹤0.01%	1517
2025 Q1	$621	Sell	2 -14	-88%	-$4.95K	﹤0.01%	1740
2024 Q4	$5.31K	Hold	16	–	–	﹤0.01%	1108
2024 Q3	$3.55K	Hold	16	–	–	﹤0.01%	1246
2024 Q2	$2.33K	Hold	16	–	–	﹤0.01%	1376
2024 Q1	$1.85K	Buy	16 +14	+700%	+$1.72K	﹤0.01%	1476
2023 Q4	$280	Sell	2 -2	-50%	-$244	﹤0.01%	1863
2023 Q3	$582	Hold	4	–	–	﹤0.01%	1718
2023 Q2	$703	Hold	4	–	–	﹤0.01%	1698
2023 Q1	$1.09K	Sell	4 -2	-33%	-$553	﹤0.01%	1558
2022 Q4	$1.64K	Hold	6	–	–	﹤0.01%	1445
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	1412
2022 Q2	$1K	Sell	6 -5	-45%	-$1.33K	﹤0.01%	1662
2022 Q1	$3K	Buy	11 +10	+1,000%	+$2.7K	﹤0.01%	1330
2021 Q4	$0	Buy	+1	New	+$304	﹤0.01%	1886

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JFS Wealth Advisors's UI Position: Q2 2026 in Review

JFS Wealth Advisors held its Ubiquiti (UI) position steady in Q2 2026 at 3 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

JFS Wealth Advisors first reported a position in UI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31K in Q4 2024. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

JFS Wealth Advisors held 3 shares of Ubiquiti worth $1.6K as of Q2 2026.
JFS Wealth Advisors left its Ubiquiti share count unchanged in Q2 2026.
Ubiquiti made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1678 holding.
JFS Wealth Advisors first reported a position in Ubiquiti in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Ubiquiti position peaked at $5.31K in Q4 2024.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.