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Spinnaker Investment Group’s Ubiquiti UI Stock Holding History

Spinnaker Investment Group’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
Q3 		$250K Buy
+440
New +$247K 0.04% 146

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Spinnaker Investment Group's UI Position: Q3 2026 in Review

Spinnaker Investment Group opened a new position in Ubiquiti (UI) in Q3 2026: 440 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

21 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Spinnaker Investment Group held 440 shares of Ubiquiti worth $250K as of Q3 2026.
  • Ubiquiti was a new Spinnaker Investment Group position in Q3 2026.
  • Ubiquiti made up 0.04% of Spinnaker Investment Group's portfolio in Q3 2026, its #146 holding.
  • 21 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.