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Sequoia Financial Advisors’s Ubiquiti UI Stock Holding History

Sequoia Financial 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 		$364K Sell
682
-166
-20% -$125K ﹤0.01% 1544
2026
Q1 		$670K Buy
848
+100
+13% +$67.9K ﹤0.01% 1094
2025
Q4 		$414K Buy
748
+66
+10% +$41.8K ﹤0.01% 1384
2025
Q3 		$451K Buy
682
+119
+21% +$59.4K ﹤0.01% 1188
2025
Q2 		$232K Buy
+563
New +$205K ﹤0.01% 1412

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sequoia Financial Advisors's UI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Ubiquiti (UI) stake by 20% in Q2 2026, selling an estimated $125K and leaving 682 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Sequoia Financial Advisors first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $670K in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Sequoia Financial Advisors held 682 shares of Ubiquiti worth $364K as of Q2 2026.
  • Sequoia Financial Advisors sold 166 Ubiquiti shares in Q2 2026, an estimated $125K.
  • Ubiquiti made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1544 holding.
  • Sequoia Financial Advisors first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Ubiquiti position peaked at $670K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.