Lloyd Advisory Services’s Ubiquiti UI Stock Holding History

Lloyd Advisory Services’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	–	Sell	-2	Closed	-$1.13K	–	1042
2025 Q4	$1.13K	Buy	+2	New	+$1.26K	﹤0.01%	479

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lloyd Advisory Services's UI Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 2 shares — an estimated $1.13K sold.

Lloyd Advisory Services first reported a position in UI in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

Lloyd Advisory Services reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 2 Ubiquiti shares in Q1 2026, an estimated $1.13K.
Lloyd Advisory Services first reported a position in Ubiquiti in Q4 2025 and held it in 1 quarter.
Lloyd Advisory Services's Ubiquiti position peaked at $1.13K in Q4 2025.
385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.