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Riversedge Advisors’s Ubiquiti UI Stock Holding History

Riversedge 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 		$201K Sell
376
-39
-9% -$29.4K 0.03% 310
2026
Q1 		$328K Buy
415
+10
+2% +$6.79K 0.05% 135
2025
Q4 		$224K Buy
405
+1
+0.2% +$633 0.04% 186
2025
Q3 		$267K Buy
+404
New +$202K 0.04% 143

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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

Riversedge Advisors's UI Position: Q2 2026 in Review

Riversedge Advisors reduced its Ubiquiti (UI) stake by 9.4% in Q2 2026, selling an estimated $29.4K and leaving 376 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #310.

Riversedge Advisors first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $328K in Q1 2026. 44 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Riversedge Advisors held 376 shares of Ubiquiti worth $201K as of Q2 2026.
  • Riversedge Advisors sold 39 Ubiquiti shares in Q2 2026, an estimated $29.4K.
  • Ubiquiti made up 0.03% of Riversedge Advisors's portfolio in Q2 2026, its #310 holding.
  • Riversedge Advisors first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • Riversedge Advisors's Ubiquiti position peaked at $328K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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