Johnson Financial Group Inc (Wisconsin)’s Ubiquiti UI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$6.94K	Hold	13	–	–	﹤0.01%	658
2026 Q1	$10.3K	Hold	13	–	–	﹤0.01%	636
2025 Q4	$7.19K	Hold	13	–	–	﹤0.01%	680
2025 Q3	$8.59K	Buy	+13	New	+$6.49K	﹤0.01%	791
2017 Q2	–	Sell	-475	Closed	-$24K	–	642
2017 Q1	$24K	Hold	475	–	–	﹤0.01%	495
2016 Q4	$27K	Buy	475 +225	+90%	+$12.3K	﹤0.01%	474
2016 Q3	$13K	Sell	250 -225	-47%	-$10.8K	﹤0.01%	564
2016 Q2	$18K	Hold	475	–	–	﹤0.01%	605
2016 Q1	$16K	Sell	475 -200	-30%	-$6.21K	﹤0.01%	554
2015 Q4	$21K	Sell	675 -3,000	-82%	-$99.2K	﹤0.01%	528
2015 Q3	$125K	Sell	3,675 -725	-16%	-$24.3K	0.03%	305
2015 Q2	$140K	Hold	4,400	–	–	0.03%	305
2015 Q1	$130K	Hold	4,400	–	–	0.03%	326
2014 Q4	$130K	Buy	4,400 +1,500	+52%	+$47.8K	0.03%	315
2014 Q3	$109K	Hold	2,900	–	–	0.03%	311
2014 Q2	$131K	Buy	+2,900	New	+$114K	0.03%	296

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

Johnson Financial Group Inc (Wisconsin)'s UI Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Ubiquiti (UI) position steady in Q2 2026 at 13 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Johnson Financial Group Inc (Wisconsin) first reported a position in UI in Q2 2014 and has held it in 16 quarters since. The position peaked at $140K in Q2 2015. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 13 shares of Ubiquiti worth $6.94K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its Ubiquiti share count unchanged in Q2 2026.
Ubiquiti made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #658 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Ubiquiti in Q2 2014 and has held it in 16 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Ubiquiti position peaked at $140K in Q2 2015.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.