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NewEdge Advisors’s Ubiquiti UI Stock Holding History

NewEdge 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 		$229K Sell
428
-22
-5% -$16.6K ﹤0.01% 2683
2026
Q1 		$356K Buy
450
+395
+718% +$268K ﹤0.01% 2223
2025
Q4 		$30.5K Buy
55
+5
+10% +$3.16K ﹤0.01% 3120
2025
Q3 		$33K Hold
50
– – ﹤0.01% 2959
2025
Q2 		$20.6K Hold
50
– – ﹤0.01% 2951
2025
Q1 		$15.5K Buy
+50
New +$17.7K ﹤0.01% 2948
2023
Q3 		– Sell
-88
Closed -$15.5K – 3658
2023
Q2 		$15.5K Buy
+88
New +$17.8K ﹤0.01% 2462
2023
Q1 		– Sell
-871
Closed -$238 – 4134
2022
Q4 		$238 Buy
871
+10
+1% +$2.98K ﹤0.01% 3283
2022
Q3 		$253K Buy
+861
New +$254K ﹤0.01% 1280
2020
Q3 		– Sell
-4,439
Closed -$775K – 979
2020
Q2 		$775K Buy
+4,439
New +$745K 0.03% 421
2019
Q4 		– Sell
-2,108
Closed -$249K – 870
2019
Q3 		$249K Buy
2,108
+303
+17% +$36.6K 0.01% 691
2019
Q2 		$237K Sell
1,805
-738
-29% -$107K 0.01% 579
2019
Q1 		$381K Buy
2,543
+243
+11% +$30.7K 0.02% 465
2018
Q4 		$229K Buy
+2,300
New +$228K 0.01% 559
2017
Q3 		– Sell
-100
Closed -$5.26K – 1081
2017
Q2 		$5.26K Buy
+100
New +$4.95K ﹤0.01% 1132

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 $3.37T AUM 44.26% 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

NewEdge Advisors's UI Position: Q2 2026 in Review

NewEdge Advisors reduced its Ubiquiti (UI) stake by 4.9% in Q2 2026, selling an estimated $16.6K and leaving 428 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

NewEdge Advisors first reported a position in UI in Q2 2017 and has held it in 15 quarters since. The position peaked at $775K in Q2 2020. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • NewEdge Advisors held 428 shares of Ubiquiti worth $229K as of Q2 2026.
  • NewEdge Advisors sold 22 Ubiquiti shares in Q2 2026, an estimated $16.6K.
  • Ubiquiti made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2683 holding.
  • NewEdge Advisors first reported a position in Ubiquiti in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Ubiquiti position peaked at $775K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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