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 Q2	–	Sell	-930	Closed	-$735K	–	1472
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Sigma Planning Corp's UI Position: Q2 2026 in Review

Sigma Planning Corp sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 930 shares — an estimated $735K sold.

Sigma Planning Corp first reported a position in UI in Q3 2025 and held it in 2 quarters. The position peaked at $896K in Q3 2025. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Sigma Planning Corp reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 930 Ubiquiti shares in Q2 2026, an estimated $735K.
Sigma Planning Corp first reported a position in Ubiquiti in Q3 2025 and held it in 2 quarters.
Sigma Planning Corp's Ubiquiti position peaked at $896K in Q3 2025.
357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.