SageView Advisory Group’s Ubiquiti UI Stock Holding History

SageView Advisory Group’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	–	Sell	-4	Closed	-$2.21K	–	2315
2025 Q4	$2.21K	Buy	+4	New	+$2.53K	﹤0.01%	2214

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

SIM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's UI Position: Q1 2026 in Review

SageView Advisory Group sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 4 shares — an estimated $2.21K sold.

SageView Advisory Group first reported a position in UI in Q4 2025 and held it in 1 quarter. The position peaked at $2.21K in Q4 2025. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

SageView Advisory Group reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 4 Ubiquiti shares in Q1 2026, an estimated $2.21K.
SageView Advisory Group first reported a position in Ubiquiti in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Ubiquiti position peaked at $2.21K in Q4 2025.
385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.