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Morningstar Investment Management’s Ubiquiti UI Stock Holding History

Morningstar Investment 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
Q1 		$1.17M Buy
1,483
+787
+113% +$534K 0.07% 197
2025
Q4 		$385K Hold
696
– – 0.02% 292
2025
Q3 		$460K Buy
+696
New +$347K 0.02% 430

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morningstar Investment Management's UI Position: Q1 2026 in Review

Morningstar Investment Management increased its Ubiquiti (UI) stake by 113% in Q1 2026, buying an estimated $534K and bringing the position to 1,483 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #197.

Morningstar Investment Management first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Morningstar Investment Management held 1,483 shares of Ubiquiti worth $1.17M as of Q1 2026.
  • Morningstar Investment Management bought 787 Ubiquiti shares in Q1 2026, an estimated $534K.
  • Ubiquiti made up 0.07% of Morningstar Investment Management's portfolio in Q1 2026, its #197 holding.
  • Morningstar Investment Management first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.