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Park Square Financial Group’s Ubiquiti UI Stock Holding History

Park Square Financial 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
Q3 		– Sell
-38
Closed -$15.6K – 901
2025
Q2 		$15.6K Hold
38
– – 0.01% 512
2025
Q1 		$11.8K Hold
38
– – 0.01% 557
2024
Q4 		$12.6K Buy
+38
New +$11.4K 0.01% 540

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Park Square Financial Group's UI Position: Q3 2025 in Review

Park Square Financial Group sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 38 shares — an estimated $15.6K sold.

Park Square Financial Group first reported a position in UI in Q4 2024 and held it in 3 quarters. The position peaked at $15.6K in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Park Square Financial Group reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 38 Ubiquiti shares in Q3 2025, an estimated $15.6K.
  • Park Square Financial Group first reported a position in Ubiquiti in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Ubiquiti position peaked at $15.6K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.