LFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Larson Financial Group's UI Position: Q1 2026 in Review

Larson Financial Group increased its Ubiquiti (UI) stake by 8.8% in Q1 2026, buying an estimated $2.04K and bringing the position to 37 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Larson Financial Group first reported a position in UI in Q1 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Larson Financial Group held 37 shares of Ubiquiti worth $29.2K as of Q1 2026.
  • Larson Financial Group bought 3 Ubiquiti shares in Q1 2026, an estimated $2.04K.
  • Ubiquiti made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1644 holding.
  • Larson Financial Group first reported a position in Ubiquiti in Q1 2025 and has held it in 5 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.