SPC
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Sigma Planning Corp’s Ubiquiti UI Stock Holding History

Sigma Planning Corp’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 		$735K Buy
+930
New +$631K 0.02% 693
2025
Q4 		– Sell
-1,357
Closed -$896K – 1390
2025
Q3 		$896K Buy
+1,357
New +$677K 0.03% 576

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Sigma Planning Corp's UI Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in Ubiquiti (UI) in Q1 2026: 930 shares worth $735K. The stake represents 0.02% of the portfolio and ranks #693 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in UI as recently as Q3 2025.

Sigma Planning Corp first reported a position in UI in Q3 2025 and has held it in 2 quarters since. The position peaked at $896K in Q3 2025. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Sigma Planning Corp held 930 shares of Ubiquiti worth $735K as of Q1 2026.
  • Ubiquiti was a new Sigma Planning Corp position in Q1 2026.
  • Ubiquiti made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #693 holding.
  • Sigma Planning Corp first reported a position in Ubiquiti in Q3 2025 and has held it in 2 quarters since.
  • Sigma Planning Corp's Ubiquiti position peaked at $896K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.