PA
UI icon

PFG Advisors’s Ubiquiti UI Stock Holding History

PFG 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 		$524K Sell
982
-47
-5% -$35.5K 0.03% 518
2026
Q1 		$813K Sell
1,029
-10
-1% -$6.79K 0.04% 421
2025
Q4 		$575K Sell
1,039
-17
-2% -$10.8K 0.03% 501
2025
Q3 		$698K Buy
+1,056
New +$527K 0.03% 470

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PFG Advisors's UI Position: Q2 2026 in Review

PFG Advisors reduced its Ubiquiti (UI) stake by 4.6% in Q2 2026, selling an estimated $35.5K and leaving 982 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #518.

PFG Advisors first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $813K in Q1 2026. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • PFG Advisors held 982 shares of Ubiquiti worth $524K as of Q2 2026.
  • PFG Advisors sold 47 Ubiquiti shares in Q2 2026, an estimated $35.5K.
  • Ubiquiti made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #518 holding.
  • PFG Advisors first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • PFG Advisors's Ubiquiti position peaked at $813K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.