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Larson Financial Group’s Ubiquiti UI Stock Holding History

Larson Financial Group’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 		$28.3K Buy
53
+16
+43% +$12.1K ﹤0.01% 1814
2026
Q1 		$29.2K Buy
37
+3
+9% +$2.04K ﹤0.01% 1644
2025
Q4 		$18.8K Buy
34
+10
+42% +$6.33K ﹤0.01% 1759
2025
Q3 		$15.9K Buy
24
+15
+167% +$7.49K ﹤0.01% 1769
2025
Q2 		$3.71K Buy
9
+4
+80% +$1.46K ﹤0.01% 2196
2025
Q1 		$1.55K Buy
+5
New +$1.77K ﹤0.01% 2249

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 $3.37T AUM 44.26% 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

Larson Financial Group's UI Position: Q2 2026 in Review

Larson Financial Group increased its Ubiquiti (UI) stake by 43% in Q2 2026, buying an estimated $12.1K and bringing the position to 53 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Larson Financial Group first reported a position in UI in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.2K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Larson Financial Group held 53 shares of Ubiquiti worth $28.3K as of Q2 2026.
  • Larson Financial Group bought 16 Ubiquiti shares in Q2 2026, an estimated $12.1K.
  • Ubiquiti made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1814 holding.
  • Larson Financial Group first reported a position in Ubiquiti in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Ubiquiti position peaked at $29.2K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.