RIL
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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
Q2 		– Sell
-49
Closed -$38.7K – 3720
2026
Q1 		$38.7K Buy
+49
New +$33.3K ﹤0.01% 1201

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SIM
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rothschild Investment LLC's UI Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 49 shares — an estimated $38.7K sold.

Rothschild Investment LLC first reported a position in UI in Q1 2026 and held it in 1 quarter. The position peaked at $38.7K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 49 Ubiquiti shares in Q2 2026, an estimated $38.7K.
  • Rothschild Investment LLC first reported a position in Ubiquiti in Q1 2026 and held it in 1 quarter.
  • Rothschild Investment LLC's Ubiquiti position peaked at $38.7K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.