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LifeSteps Financial’s Ubiquiti UI Stock Holding History

LifeSteps Financial’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
Q3 		– Sell
-15
Closed -$8.01K – 679
2026
Q2 		$8.01K Buy
+15
New +$11.3K ﹤0.01% 454

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LifeSteps Financial's UI Position: Q3 2026 in Review

LifeSteps Financial sold out of Ubiquiti (UI) in Q3 2026, closing a stake of 15 shares — an estimated $8.01K sold.

LifeSteps Financial first reported a position in UI in Q2 2026 and held it in 1 quarter. The position peaked at $8.01K in Q2 2026. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • LifeSteps Financial reported no remaining Ubiquiti position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 15 Ubiquiti shares in Q3 2026, an estimated $8.01K.
  • LifeSteps Financial first reported a position in Ubiquiti in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Ubiquiti position peaked at $8.01K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.