KWM
UI icon

Kingsview Wealth Management’s Ubiquiti UI Stock Holding History

Kingsview 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
Q3 		– Sell
-8,256
Closed -$3.4M – 1293
2025
Q2 		$3.4M Buy
+8,256
New +$3.01M 0.06% 315

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
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return

Kingsview Wealth Management's UI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 8,256 shares — an estimated $3.4M sold.

Kingsview Wealth Management first reported a position in UI in Q2 2025 and held it in 1 quarter. The position peaked at $3.4M in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 8,256 Ubiquiti shares in Q3 2025, an estimated $3.4M.
  • Kingsview Wealth Management first reported a position in Ubiquiti in Q2 2025 and held it in 1 quarter.
  • Kingsview Wealth Management's Ubiquiti position peaked at $3.4M in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.