Mackenzie Financial’s Ubiquiti UI Stock Holding History

Mackenzie 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 Q1	$355K	Buy	449 +35	+8%	+$23.8K	﹤0.01%	1274
2025 Q4	$232K	Buy	414 +34	+9%	+$21.5K	﹤0.01%	1483
2025 Q3	$251K	Sell	380 -409	-52%	-$204K	﹤0.01%	1475
2025 Q2	$325K	Buy	+789	New	+$287K	﹤0.01%	1364
2021 Q2	–	Sell	-7,800	Closed	-$2.33M	–	1287
2021 Q1	$2.33M	Buy	+7,800	New	+$2.45M	﹤0.01%	662
2020 Q4	–	Sell	-4,040	Closed	-$673K	–	1093
2020 Q3	$673K	Buy	4,040 +1,338	+50%	+$236K	﹤0.01%	740
2020 Q2	$472K	Buy	2,702 +30	+1%	+$5.03K	﹤0.01%	804
2020 Q1	$378K	Sell	2,672 -388	-13%	-$59.2K	﹤0.01%	850
2019 Q4	$578K	Sell	3,060 -32,955	-92%	-$5.31M	﹤0.01%	838
2019 Q3	$4.26M	Sell	36,015 -9,300	-21%	-$1.12M	0.01%	481
2019 Q2	$5.96M	Buy	45,315 +29,930	+195%	+$4.34M	0.02%	398
2019 Q1	$2.3M	Buy	+15,385	New	+$1.94M	0.01%	750

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

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 Greenwich, Connecticut $218B AUM 29.41% 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 $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mackenzie Financial's UI Position: Q1 2026 in Review

Mackenzie Financial increased its Ubiquiti (UI) stake by 8.5% in Q1 2026, buying an estimated $23.8K and bringing the position to 449 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Mackenzie Financial first reported a position in UI in Q1 2019 and has held it in 12 quarters since. The position peaked at $5.96M in Q2 2019. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

Mackenzie Financial held 449 shares of Ubiquiti worth $355K as of Q1 2026.
Mackenzie Financial bought 35 Ubiquiti shares in Q1 2026, an estimated $23.8K.
Ubiquiti made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1274 holding.
Mackenzie Financial first reported a position in Ubiquiti in Q1 2019 and has held it in 12 quarters since.
Mackenzie Financial's Ubiquiti position peaked at $5.96M in Q2 2019.
384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.