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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's UI Position: Q1 2026 in Review

Medallion Wealth Advisors held its Ubiquiti (UI) position steady in Q1 2026 at 1,220 shares worth $964K. The position accounts for 0.31% of the portfolio, ranked #77.

Medallion Wealth Advisors first reported a position in UI in Q4 2024 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Medallion Wealth Advisors held 1,220 shares of Ubiquiti worth $964K as of Q1 2026.
  • Medallion Wealth Advisors left its Ubiquiti share count unchanged in Q1 2026.
  • Ubiquiti made up 0.31% of Medallion Wealth Advisors's portfolio in Q1 2026, its #77 holding.
  • Medallion Wealth Advisors first reported a position in Ubiquiti in Q4 2024 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.