Retireful LLC’s Ubiquiti UI Stock Holding History

Retireful LLC’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 Q4	–	Sell	-2,274	Closed	-$1.5M	–	134
2025 Q3	$1.5M	Sell	2,274 -221	-9%	-$110K	1.45%	15
2025 Q2	$1.03M	Sell	2,495 -1,099	-31%	-$400K	0.71%	50
2025 Q1	$1.12M	Buy	+3,594	New	+$1.27M	1.05%	34

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LWM

Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Retireful LLC's UI Position: Q4 2025 in Review

Retireful LLC sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 2,274 shares — an estimated $1.5M sold.

Retireful LLC first reported a position in UI in Q1 2025 and held it in 3 quarters. The position peaked at $1.5M in Q3 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

Retireful LLC reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 2,274 Ubiquiti shares in Q4 2025, an estimated $1.5M.
Retireful LLC first reported a position in Ubiquiti in Q1 2025 and held it in 3 quarters.
Retireful LLC's Ubiquiti position peaked at $1.5M in Q3 2025.
351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.