MFG
UI icon

Merit Financial Group’s Ubiquiti UI Stock Holding History

Merit Financial 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
Q2 		$275K Sell
515
-112
-18% -$84.5K ﹤0.01% 1867
2026
Q1 		$496K Buy
627
+106
+20% +$72K ﹤0.01% 1379
2025
Q4 		$288K Sell
521
-6
-1% -$3.8K ﹤0.01% 1581
2025
Q3 		$348K Buy
527
+9
+2% +$4.49K ﹤0.01% 1357
2025
Q2 		$213K Buy
+518
New +$189K ﹤0.01% 1523

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

Merit Financial Group's UI Position: Q2 2026 in Review

Merit Financial Group reduced its Ubiquiti (UI) stake by 18% in Q2 2026, selling an estimated $84.5K and leaving 515 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Merit Financial Group first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $496K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Merit Financial Group held 515 shares of Ubiquiti worth $275K as of Q2 2026.
  • Merit Financial Group sold 112 Ubiquiti shares in Q2 2026, an estimated $84.5K.
  • Ubiquiti made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1867 holding.
  • Merit Financial Group first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Ubiquiti position peaked at $496K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.