MYIA
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Mount Yale Investment Advisors’s Ubiquiti UI Stock Holding History

Mount Yale Investment Advisors’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 		$380K Buy
+481
New +$327K 0.01% 803
2018
Q4 		– Sell
-23
Closed -$2K – 761
2018
Q3 		$2K Hold
23
– – ﹤0.01% 909
2018
Q2 		$2K Hold
23
– – ﹤0.01% 924
2018
Q1 		$2K Buy
+23
New +$1.64K ﹤0.01% 918

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's UI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Ubiquiti (UI) in Q1 2026: 481 shares worth $380K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in UI as recently as Q3 2018.

Mount Yale Investment Advisors first reported a position in UI in Q1 2018 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Mount Yale Investment Advisors held 481 shares of Ubiquiti worth $380K as of Q1 2026.
  • Ubiquiti was a new Mount Yale Investment Advisors position in Q1 2026.
  • Ubiquiti made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #803 holding.
  • Mount Yale Investment Advisors first reported a position in Ubiquiti in Q1 2018 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.