NFSG
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Newbridge Financial Services Group’s Ubiquiti UI Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-344
Closed -$227K – 1432
2025
Q3 		$227K Buy
+344
New +$172K 0.03% 275

Other funds holding UI

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Renaissance Technologies
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Newbridge Financial Services Group's UI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 344 shares — an estimated $227K sold.

Newbridge Financial Services Group first reported a position in UI in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 344 Ubiquiti shares in Q4 2025, an estimated $227K.
  • Newbridge Financial Services Group first reported a position in Ubiquiti in Q3 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's Ubiquiti position peaked at $227K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.