LifeWealth Investments’s Ubiquiti UI Stock Holding History

LifeWealth Investments’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	-1,083	Closed	-$446K	–	229
2025 Q2	$446K	Buy	+1,083	New	+$394K	0.08%	168

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LifeWealth Investments's UI Position: Q3 2025 in Review

LifeWealth Investments sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 1,083 shares — an estimated $446K sold.

LifeWealth Investments first reported a position in UI in Q2 2025 and held it in 1 quarter. The position peaked at $446K in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

LifeWealth Investments reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
LifeWealth Investments sold 1,083 Ubiquiti shares in Q3 2025, an estimated $446K.
LifeWealth Investments first reported a position in Ubiquiti in Q2 2025 and held it in 1 quarter.
LifeWealth Investments's Ubiquiti position peaked at $446K in Q2 2025.
366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on LifeWealth Investments's 13F filing for Q3 2025, filed 20 Oct 2025.