Nisa Investment Advisors
UI icon

Nisa Investment Advisors’s Ubiquiti UI Stock Holding History

Nisa Investment 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 		$647K Buy
+819
New +$556K ﹤0.01% 894
2025
Q4 		– Sell
-2,513
Closed -$1.66M – 3093
2025
Q3 		$1.66M Sell
2,513
-5,090
-67% -$2.54M 0.01% 688
2025
Q2 		$3.13M Buy
7,603
+2,778
+58% +$1.01M 0.01% 516
2025
Q1 		$1.5M Sell
4,825
-4,363
-47% -$1.54M 0.01% 722
2024
Q4 		$3.05M Buy
+9,188
New +$2.77M 0.01% 560
2023
Q3 		– Sell
-1,688
Closed -$297K – 2839
2023
Q2 		$297K Sell
1,688
-4,992
-75% -$1.01M ﹤0.01% 1233
2023
Q1 		$1.81M Buy
6,680
+111
+2% +$30.7K 0.01% 692
2022
Q4 		$1.8M Buy
6,569
+1,261
+24% +$375K 0.01% 761
2022
Q3 		$1.59M Buy
5,308
+5,238
+7,483% +$1.55M 0.01% 688
2022
Q2 		$17K Buy
70
+30
+75% +$7.98K ﹤0.01% 2091
2022
Q1 		$12K Sell
40
-40
-50% -$10.8K ﹤0.01% 2173
2021
Q4 		$23K Hold
80
– – ﹤0.01% 1899
2021
Q3 		$24 Hold
80
– – ﹤0.01% 2052
2021
Q2 		$25 Hold
80
– – ﹤0.01% 2096
2021
Q1 		$24 Hold
80
– – ﹤0.01% 2102
2020
Q4 		$22K Buy
+80
New +$18.4K ﹤0.01% 2111
2019
Q3 		– Sell
-50
Closed -$7K – 2048
2019
Q2 		$7K Hold
50
– – ﹤0.01% 1845
2019
Q1 		$7K Hold
50
– – ﹤0.01% 1860
2018
Q4 		$5K Hold
50
– – ﹤0.01% 1818
2018
Q3 		$5K Sell
50
-800
-94% -$70.6K ﹤0.01% 1875
2018
Q2 		$72K Buy
850
+700
+467% +$54.9K ﹤0.01% 1405
2018
Q1 		$10K Sell
150
-50
-25% -$3.57K ﹤0.01% 1667
2017
Q4 		$14K Hold
200
– – ﹤0.01% 1647
2017
Q3 		$11K Hold
200
– – ﹤0.01% 1726
2017
Q2 		$10K Sell
200
-70
-26% -$3.46K ﹤0.01% 1724
2017
Q1 		$14K Sell
270
-230
-46% -$12.6K ﹤0.01% 1584
2016
Q4 		$29K Hold
500
– – ﹤0.01% 1529
2016
Q3 		$27K Hold
500
– – ﹤0.01% 1547
2016
Q2 		$19K Hold
500
– – ﹤0.01% 1629
2016
Q1 		$17K Buy
+500
New +$15.5K ﹤0.01% 1662

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's UI Position: Q1 2026 in Review

Nisa Investment Advisors opened a new position in Ubiquiti (UI) in Q1 2026: 819 shares worth $647K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Nisa Investment Advisors previously reported a position in UI as recently as Q3 2025.

Nisa Investment Advisors first reported a position in UI in Q1 2016 and has held it in 30 quarters since. The position peaked at $3.13M in Q2 2025. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Nisa Investment Advisors held 819 shares of Ubiquiti worth $647K as of Q1 2026.
  • Ubiquiti was a new Nisa Investment Advisors position in Q1 2026.
  • Ubiquiti made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #894 holding.
  • Nisa Investment Advisors first reported a position in Ubiquiti in Q1 2016 and has held it in 30 quarters since.
  • Nisa Investment Advisors's Ubiquiti position peaked at $3.13M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.