NewEdge Wealth’s Ubiquiti UI Stock Holding History

NewEdge Wealth’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	$542K	Buy	+1,015	New	+$766K	0.01%	835

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewEdge Wealth's UI Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Ubiquiti (UI) in Q2 2026: 1,015 shares worth $542K. The stake represents 0.01% of the portfolio and ranks #835 among its holdings.

356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

NewEdge Wealth held 1,015 shares of Ubiquiti worth $542K as of Q2 2026.
Ubiquiti was a new NewEdge Wealth position in Q2 2026.
Ubiquiti made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #835 holding.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.