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N.E.W. Advisory Services’s Ubiquiti UI Stock Holding History

N.E.W. Advisory Services’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
2025
Q3 		– Sell
-5
Closed -$2.06K – 877
2025
Q2 		$2.06K Hold
5
– – ﹤0.01% 737
2025
Q1 		$1.55K Buy
+5
New +$1.77K ﹤0.01% 812

Other funds holding UI

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SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

N.E.W. Advisory Services's UI Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 5 shares — an estimated $2.06K sold.

N.E.W. Advisory Services first reported a position in UI in Q1 2025 and held it in 2 quarters. The position peaked at $2.06K in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 5 Ubiquiti shares in Q3 2025, an estimated $2.06K.
  • N.E.W. Advisory Services first reported a position in Ubiquiti in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Ubiquiti position peaked at $2.06K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.