Raymond James Financial
UI icon

Raymond James Financial’s Ubiquiti UI Stock Holding History

Raymond James Financial’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 		$3.43M Sell
6,420
-204
-3% -$154K ﹤0.01% 3054
2026
Q1 		$5.23M Buy
6,624
+783
+13% +$532K ﹤0.01% 2550
2025
Q4 		$3.23M Buy
5,841
+384
+7% +$243K ﹤0.01% 2867
2025
Q3 		$3.6M Buy
5,457
+65
+1% +$32.5K ﹤0.01% 2712
2025
Q2 		$2.22M Buy
5,392
+425
+9% +$155K ﹤0.01% 2998
2025
Q1 		$1.54M Buy
4,967
+1,214
+32% +$429K ﹤0.01% 3178
2024
Q4 		$1.25M Buy
+3,753
New +$1.13M ﹤0.01% 3302

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

Raymond James Financial's UI Position: Q2 2026 in Review

Raymond James Financial reduced its Ubiquiti (UI) stake by 3.1% in Q2 2026, selling an estimated $154K and leaving 6,420 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3054.

Raymond James Financial first reported a position in UI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.23M in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Raymond James Financial held 6,420 shares of Ubiquiti worth $3.43M as of Q2 2026.
  • Raymond James Financial sold 204 Ubiquiti shares in Q2 2026, an estimated $154K.
  • Ubiquiti made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3054 holding.
  • Raymond James Financial first reported a position in Ubiquiti in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Ubiquiti position peaked at $5.23M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.