MW Advisory’s Ubiquiti UI Stock Holding History

MW Advisory’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 Q3	$221K	Buy	+389	New	+$218K	0.09%	132

Other funds holding UI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

MW Advisory's UI Position: Q3 2026 in Review

MW Advisory opened a new position in Ubiquiti (UI) in Q3 2026: 389 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #132 among its holdings.

57 funds tracked by Wall St. Rank hold UI as of Q3 2026.

MW Advisory held 389 shares of Ubiquiti worth $221K as of Q3 2026.
Ubiquiti was a new MW Advisory position in Q3 2026.
Ubiquiti made up 0.09% of MW Advisory's portfolio in Q3 2026, its #132 holding.
57 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on MW Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.