KFAS
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Keating Financial Advisory Services’s Ubiquiti UI Stock Holding History

Keating Financial Advisory Services’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 Sell
3
-9
-75% -$6.79K ﹤0.01% 2021
2026
Q1 		$9.48K Buy
12
+11
+1,100% +$7.47K ﹤0.01% 1155
2025
Q4 		$553 Buy
+1
New +$633 ﹤0.01% 1931

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Keating Financial Advisory Services's UI Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Ubiquiti (UI) stake by 75% in Q2 2026, selling an estimated $6.79K and leaving 3 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Keating Financial Advisory Services first reported a position in UI in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.48K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Keating Financial Advisory Services held 3 shares of Ubiquiti worth $1.6K as of Q2 2026.
  • Keating Financial Advisory Services sold 9 Ubiquiti shares in Q2 2026, an estimated $6.79K.
  • Ubiquiti made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2021 holding.
  • Keating Financial Advisory Services first reported a position in Ubiquiti in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Ubiquiti position peaked at $9.48K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.