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Medallion Wealth Advisors’s Ubiquiti UI Stock Holding History

Medallion Wealth Advisors’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 		$445K Sell
833
-387
-32% -$292K 0.14% 137
2026
Q1 		$964K Hold
1,220
– – 0.31% 77
2025
Q4 		$675K Hold
1,220
– – 0.23% 99
2025
Q3 		$806K Hold
1,220
– – 0.29% 84
2025
Q2 		$500K Sell
1,220
-700
-36% -$255K 0.19% 120
2025
Q1 		$597K Hold
1,920
– – 0.27% 89
2024
Q4 		$628K Buy
+1,920
New +$578K 0.31% 79

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Medallion Wealth Advisors's UI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Ubiquiti (UI) stake by 32% in Q2 2026, selling an estimated $292K and leaving 833 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #137.

Medallion Wealth Advisors first reported a position in UI in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Medallion Wealth Advisors held 833 shares of Ubiquiti worth $445K as of Q2 2026.
  • Medallion Wealth Advisors sold 387 Ubiquiti shares in Q2 2026, an estimated $292K.
  • Ubiquiti made up 0.14% of Medallion Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Medallion Wealth Advisors first reported a position in Ubiquiti in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Ubiquiti position peaked at $964K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.