S
UI icon

Sachetta’s Ubiquiti UI Stock Holding History

Sachetta’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 		$8.01K Sell
15
-5
-25% -$3.77K ﹤0.01% 508
2026
Q1 		$15.8K Buy
20
+2
+11% +$1.36K 0.01% 348
2025
Q4 		$9.96K Hold
18
– – 0.01% 400
2025
Q3 		$11.9K Hold
18
– – ﹤0.01% 432
2025
Q2 		$7.41K Hold
18
– – ﹤0.01% 505
2025
Q1 		$5.58K Hold
18
– – ﹤0.01% 538
2024
Q4 		$5.97K Hold
18
– – ﹤0.01% 553
2024
Q3 		$3.99K Buy
18
+5
+38% +$913 ﹤0.01% 685
2024
Q2 		$2.3K Buy
13
+7
+117% +$898 ﹤0.01% 789
2024
Q1 		$838 Hold
6
– – ﹤0.01% 957
2023
Q4 		$838 Buy
+6
New +$731 ﹤0.01% 957

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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return