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Rothschild Investment LLC’s Ubiquiti UI Stock Holding History

Rothschild Investment 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
2026
Q1 		$38.7K Buy
+49
New +$33.3K ﹤0.01% 1201

Other funds holding UI

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Arrowstreet Capital
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rothschild Investment LLC's UI Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Ubiquiti (UI) in Q1 2026: 49 shares worth $38.7K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings.

384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Rothschild Investment LLC held 49 shares of Ubiquiti worth $38.7K as of Q1 2026.
  • Ubiquiti was a new Rothschild Investment LLC position in Q1 2026.
  • Ubiquiti made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1201 holding.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.