Monument Capital Management’s Ubiquiti UI Stock Holding History

Monument Capital 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	$401K	Sell	706 -76	-10%	-$42.6K	0.08%	177
2026 Q2	$418K	Sell	782 -6,640	-89%	-$5.01M	0.08%	186
2026 Q1	$5.87M	Sell	7,422 -467	-6%	-$317K	1.47%	12
2025 Q4	$4.37M	Sell	7,889 -213	-3%	-$135K	1.09%	29
2025 Q3	$5.35M	Sell	8,102 -285	-3%	-$142K	1.34%	12
2025 Q2	$3.45M	Buy	8,387 +7,150	+578%	+$2.6M	0.9%	45
2025 Q1	$384K	Buy	1,237 +172	+16%	+$60.8K	0.12%	132
2024 Q4	$354K	Buy	+1,065	New	+$321K	0.1%	140

Other funds holding UI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

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

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 Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Monument Capital Management's UI Position: Q3 2026 in Review

Monument Capital Management reduced its Ubiquiti (UI) stake by 9.7% in Q3 2026, selling an estimated $42.6K and leaving 706 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #177.

Monument Capital Management first reported a position in UI in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.87M in Q1 2026. 28 funds tracked by Wall St. Rank hold UI as of Q3 2026.

Monument Capital Management held 706 shares of Ubiquiti worth $401K as of Q3 2026.
Monument Capital Management sold 76 Ubiquiti shares in Q3 2026, an estimated $42.6K.
Ubiquiti made up 0.08% of Monument Capital Management's portfolio in Q3 2026, its #177 holding.
Monument Capital Management first reported a position in Ubiquiti in Q4 2024 and has held it in 8 quarters since.
Monument Capital Management's Ubiquiti position peaked at $5.87M in Q1 2026.
28 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.