MassMutual Private Wealth & Trust’s Ubiquiti UI Stock Holding History

MassMutual Private Wealth & Trust’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	$3.74K	Hold	7	–	–	﹤0.01%	1786
2026 Q1	$5.53K	Hold	7	–	–	﹤0.01%	1632
2025 Q4	$3.87K	Sell	7 -4	-36%	-$2.53K	﹤0.01%	1780
2025 Q3	$7.27K	Hold	11	–	–	﹤0.01%	1528
2025 Q2	$4.53K	Sell	11 -4	-27%	-$1.46K	﹤0.01%	1675
2025 Q1	$4.65K	Buy	15 +9	+150%	+$3.18K	﹤0.01%	1635
2024 Q4	$1.99K	Buy	+6	New	+$1.81K	﹤0.01%	1843
2022 Q2	–	Sell	-2	Closed	-$1K	–	1721
2022 Q1	$1K	Buy	+2	New	+$540	﹤0.01%	1443

Other funds holding UI

Wealth Enhancement Advisory Services

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

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return