MIM
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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
Q2 		$1.17M Hold
1,483
– – 0.07% 199
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 $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

Morningstar Investment Management's UI Position: Q2 2026 in Review

Morningstar Investment Management held its Ubiquiti (UI) position steady in Q2 2026 at 1,483 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #199.

Morningstar Investment Management first reported a position in UI in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Morningstar Investment Management held 1,483 shares of Ubiquiti worth $1.17M as of Q2 2026.
  • Morningstar Investment Management left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up 0.07% of Morningstar Investment Management's portfolio in Q2 2026, its #199 holding.
  • Morningstar Investment Management first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.