Plum Street Advisors’s Ubiquiti UI Stock Holding History

Plum Street 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	$1.49M	Hold	1,880	–	–	0.51%	41
2025 Q4	$1.04M	Hold	1,880	–	–	0.37%	52
2025 Q3	$1.24M	Buy	+1,880	New	+$939K	0.48%	44

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plum Street Advisors's UI Position: Q1 2026 in Review

Plum Street Advisors held its Ubiquiti (UI) position steady in Q1 2026 at 1,880 shares worth $1.49M. The position accounts for 0.51% of the portfolio, ranked #41.

Plum Street Advisors first reported a position in UI in Q3 2025 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

Plum Street Advisors held 1,880 shares of Ubiquiti worth $1.49M as of Q1 2026.
Plum Street Advisors left its Ubiquiti share count unchanged in Q1 2026.
Ubiquiti made up 0.51% of Plum Street Advisors's portfolio in Q1 2026, its #41 holding.
Plum Street Advisors first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Plum Street Advisors's 13F filing for Q1 2026, filed 14 May 2026.