MAM
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Milestone Asset Management’s Ubiquiti UI Stock Holding History

Milestone Asset Management’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 		$681K Buy
1,276
+15
+1% +$11.3K 0.11% 164
2026
Q1 		$997K Buy
1,261
+490
+64% +$333K 0.18% 119
2025
Q4 		$427K Sell
771
-353
-31% -$223K 0.08% 163
2025
Q3 		$743K Buy
+1,124
New +$561K 0.14% 124

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Milestone Asset Management's UI Position: Q2 2026 in Review

Milestone Asset Management increased its Ubiquiti (UI) stake by 1.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,276 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #164.

Milestone Asset Management first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $997K in Q1 2026. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Milestone Asset Management held 1,276 shares of Ubiquiti worth $681K as of Q2 2026.
  • Milestone Asset Management bought 15 Ubiquiti shares in Q2 2026, an estimated $11.3K.
  • Ubiquiti made up 0.11% of Milestone Asset Management's portfolio in Q2 2026, its #164 holding.
  • Milestone Asset Management first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • Milestone Asset Management's Ubiquiti position peaked at $997K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.