LF
UI icon

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
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 $59.8B AUM 29.42% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LifeSteps Financial's UI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Ubiquiti (UI) in Q2 2026: 15 shares worth $8.01K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

93 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • LifeSteps Financial held 15 shares of Ubiquiti worth $8.01K as of Q2 2026.
  • Ubiquiti was a new LifeSteps Financial position in Q2 2026.
  • Ubiquiti made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #454 holding.
  • 93 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.