PWPS
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Pinnacle Wealth Planning Services’s Ubiquiti UI Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.67K Hold
5
– – ﹤0.01% 2415
2026
Q1 		$3.95K Sell
5
-1
-17% -$679 ﹤0.01% 2309
2025
Q4 		$3.32K Buy
+6
New +$3.8K ﹤0.01% 2373
2021
Q1 		– Sell
-23
Closed -$6K – 1850
2020
Q4 		$6K Buy
+23
New +$5.29K ﹤0.01% 1610

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's UI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Ubiquiti (UI) position steady in Q2 2026 at 5 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Pinnacle Wealth Planning Services first reported a position in UI in Q4 2020 and has held it in 4 quarters since. The position peaked at $6K in Q4 2020. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5 shares of Ubiquiti worth $2.67K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2415 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ubiquiti in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ubiquiti position peaked at $6K in Q4 2020.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.