Mather Group
UI icon

Mather Group’s Ubiquiti UI Stock Holding History

Mather Group’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
Q3 		$6.41M Buy
11,293
+6,523
+137% +$3.66M 0.05% 149
2026
Q2 		$2.55M Buy
+4,770
New +$3.6M 0.02% 236
2025
Q4 		– Sell
-1
Closed -$661 – 1588
2025
Q3 		$661 Buy
+1
New +$499 ﹤0.01% 1609

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Mather Group's UI Position: Q3 2026 in Review

Mather Group increased its Ubiquiti (UI) stake by 137% in Q3 2026, buying an estimated $3.66M and bringing the position to 11,293 shares worth $6.41M. The position accounts for 0.05% of the portfolio, ranked #149.

Mather Group first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Mather Group held 11,293 shares of Ubiquiti worth $6.41M as of Q3 2026.
  • Mather Group bought 6,523 Ubiquiti shares in Q3 2026, an estimated $3.66M.
  • Ubiquiti made up 0.05% of Mather Group's portfolio in Q3 2026, its #149 holding.
  • Mather Group first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.