NECFA
UI icon

New England Capital Financial Advisors’s Ubiquiti UI Stock Holding History

New England Capital Financial 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 		$44.2K Hold
56
– – 0.01% 136
2025
Q4 		$30.9K Hold
56
– – 0.01% 164
2025
Q3 		$36.9K Hold
56
– – 0.02% 145
2025
Q2 		$22.9K Hold
56
– – 0.01% 172
2025
Q1 		$17.3K Hold
56
– – 0.01% 189
2024
Q4 		$18.4K Sell
56
-49
-47% -$14.8K 0.01% 185
2024
Q3 		$23.4K Hold
105
– – 0.01% 163
2024
Q2 		$15.3K Hold
105
– – 0.01% 200
2024
Q1 		$12.1K Buy
105
+1
+1% +$123 0.01% 216
2023
Q4 		$14.5K Hold
104
– – 0.01% 206
2023
Q3 		$15.1K Buy
104
+1
+1% +$168 0.01% 194
2023
Q2 		$18.1K Hold
103
– – 0.01% 174
2023
Q1 		$27.9K Hold
103
– – 0.02% 153
2022
Q4 		$29.6K Buy
+103
New +$30.7K 0.02% 153

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

New England Capital Financial Advisors's UI Position: Q1 2026 in Review

New England Capital Financial Advisors held its Ubiquiti (UI) position steady in Q1 2026 at 56 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #136.

New England Capital Financial Advisors first reported a position in UI in Q4 2022 and has held it in 14 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • New England Capital Financial Advisors held 56 shares of Ubiquiti worth $44.2K as of Q1 2026.
  • New England Capital Financial Advisors left its Ubiquiti share count unchanged in Q1 2026.
  • Ubiquiti made up 0.01% of New England Capital Financial Advisors's portfolio in Q1 2026, its #136 holding.
  • New England Capital Financial Advisors first reported a position in Ubiquiti in Q4 2022 and has held it in 14 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.