MCM
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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
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

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

Monument Capital Management's UI Position: Q2 2026 in Review

Monument Capital Management reduced its Ubiquiti (UI) stake by 89% in Q2 2026, selling an estimated $5.01M and leaving 782 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #186.

Monument Capital Management first reported a position in UI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.87M in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Monument Capital Management held 782 shares of Ubiquiti worth $418K as of Q2 2026.
  • Monument Capital Management sold 6,640 Ubiquiti shares in Q2 2026, an estimated $5.01M.
  • Ubiquiti made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #186 holding.
  • Monument Capital Management first reported a position in Ubiquiti in Q4 2024 and has held it in 7 quarters since.
  • Monument Capital Management's Ubiquiti position peaked at $5.87M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.