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
Q2 		$258K Buy
483
+2
+0.4% +$1.51K ﹤0.01% 1044
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's UI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Ubiquiti (UI) stake by 0.42% in Q2 2026, buying an estimated $1.51K and bringing the position to 483 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Mount Yale Investment Advisors first reported a position in UI in Q1 2018 and has held it in 5 quarters since. The position peaked at $380K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Mount Yale Investment Advisors held 483 shares of Ubiquiti worth $258K as of Q2 2026.
  • Mount Yale Investment Advisors bought 2 Ubiquiti shares in Q2 2026, an estimated $1.51K.
  • Ubiquiti made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1044 holding.
  • Mount Yale Investment Advisors first reported a position in Ubiquiti in Q1 2018 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Ubiquiti position peaked at $380K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.