MAM
UI icon

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
Q3 		$1.3M Buy
2,283
+1,007
+79% +$565K 0.21% 111
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 $67.3B AUM 21.9% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Milestone Asset Management's UI Position: Q3 2026 in Review

Milestone Asset Management increased its Ubiquiti (UI) stake by 79% in Q3 2026, buying an estimated $565K and bringing the position to 2,283 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #111.

Milestone Asset Management first reported a position in UI in Q3 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Milestone Asset Management held 2,283 shares of Ubiquiti worth $1.3M as of Q3 2026.
  • Milestone Asset Management bought 1,007 Ubiquiti shares in Q3 2026, an estimated $565K.
  • Ubiquiti made up 0.21% of Milestone Asset Management's portfolio in Q3 2026, its #111 holding.
  • Milestone Asset Management first reported a position in Ubiquiti in Q3 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.