SMART Wealth’s Ubiquiti UI Stock Holding History

SMART Wealth’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
2025 Q4	–	Sell	-784	Closed	-$518K	–	201
2025 Q3	$518K	Buy	+784	New	+$391K	0.2%	89

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LWM

Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return

SMART Wealth's UI Position: Q4 2025 in Review

SMART Wealth sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 784 shares — an estimated $518K sold.

SMART Wealth first reported a position in UI in Q3 2025 and held it in 1 quarter. The position peaked at $518K in Q3 2025. 350 funds tracked by Wall St. Rank hold UI as of Q4 2025.

SMART Wealth reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
SMART Wealth sold 784 Ubiquiti shares in Q4 2025, an estimated $518K.
SMART Wealth first reported a position in Ubiquiti in Q3 2025 and held it in 1 quarter.
SMART Wealth's Ubiquiti position peaked at $518K in Q3 2025.
350 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.