SWM
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SHP Wealth Management’s Ubiquiti UI Stock Holding History

SHP Wealth Management’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 		$2.37K Buy
3
+2
+200% +$1.36K ﹤0.01% 1245
2025
Q4 		$553 Buy
+1
New +$633 ﹤0.01% 1351

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

SHP Wealth Management's UI Position: Q1 2026 in Review

SHP Wealth Management increased its Ubiquiti (UI) stake by 200% in Q1 2026, buying an estimated $1.36K and bringing the position to 3 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

SHP Wealth Management first reported a position in UI in Q4 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • SHP Wealth Management held 3 shares of Ubiquiti worth $2.37K as of Q1 2026.
  • SHP Wealth Management bought 2 Ubiquiti shares in Q1 2026, an estimated $1.36K.
  • Ubiquiti made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1245 holding.
  • SHP Wealth Management first reported a position in Ubiquiti in Q4 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.