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One Wealth Advisors’s Ubiquiti UI Stock Holding History

One Wealth 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
2025
Q3 		– Sell
-531
Closed -$219K – 320
2025
Q2 		$219K Buy
+531
New +$193K 0.03% 269
2018
Q3 		– Sell
-1,401
Closed -$119K – 608
2018
Q2 		$119K Hold
1,401
– – 0.1% 174
2018
Q1 		$96K Sell
1,401
-129
-8% -$9.21K 0.08% 179
2017
Q4 		$109K Buy
+1,530
New +$98K 0.09% 187

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
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return

One Wealth Advisors's UI Position: Q3 2025 in Review

One Wealth Advisors sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 531 shares — an estimated $219K sold.

One Wealth Advisors first reported a position in UI in Q4 2017 and held it in 4 quarters. The position peaked at $219K in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • One Wealth Advisors reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • One Wealth Advisors sold 531 Ubiquiti shares in Q3 2025, an estimated $219K.
  • One Wealth Advisors first reported a position in Ubiquiti in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Ubiquiti position peaked at $219K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on One Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.