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Stephens Consulting’s Ubiquiti UI Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-1
Closed -$412 – 1120
2025
Q2 		$412 Buy
+1
New +$364 ﹤0.01% 953

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SIM
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Arrowstreet Capital
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return

Stephens Consulting's UI Position: Q3 2025 in Review

Stephens Consulting sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 1 share — an estimated $412 sold.

Stephens Consulting first reported a position in UI in Q2 2025 and held it in 1 quarter. The position peaked at $412 in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Stephens Consulting reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 Ubiquiti share in Q3 2025, an estimated $412.
  • Stephens Consulting first reported a position in Ubiquiti in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Ubiquiti position peaked at $412 in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.