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Mercer Global Advisors’s
Ubiquiti
UI
Stock Holding History
Mercer Global Advisors’s Portfolio
UI Stock Details
UI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.53M
Buy
1,938
+555
+40%
+$377K
﹤0.01%
1326
2025
Q4
$765K
Sell
1,383
-3
-0.2%
-$1.9K
﹤0.01%
1604
2025
Q3
$916K
Sell
1,386
-22
-2%
-$11K
﹤0.01%
1429
2025
Q2
$580K
Buy
1,408
+242
+21%
+$88.1K
﹤0.01%
1489
2025
Q1
$362K
Buy
1,166
+147
+14%
+$52K
﹤0.01%
1660
2024
Q4
$338K
Buy
+1,019
New
+$307K
﹤0.01%
1670
2022
Q1
–
Sell
-1,045
Closed
-$321K
–
1947
2021
Q4
$321K
Sell
1,045
-3
-0.3%
-$913
﹤0.01%
1429
2021
Q3
$313K
Buy
1,048
+52
+5%
+$16.1K
﹤0.01%
1412
2021
Q2
$311K
Buy
996
+81
+9%
+$23.7K
﹤0.01%
1375
2021
Q1
$273K
Buy
+915
New
+$288K
﹤0.01%
1355
Other funds holding UI
BlackRock
New York
$5.7T 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
$59.6B 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
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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