SWP
UI icon

Stratos Wealth Partners’s Ubiquiti UI Stock Holding History

Stratos Wealth Partners’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 		$292K Buy
546
+143
+35% +$108K ﹤0.01% 1421
2026
Q1 		$318K Sell
403
-256
-39% -$174K ﹤0.01% 1288
2025
Q4 		$365K Buy
659
+19
+3% +$12K ﹤0.01% 1176
2025
Q3 		$423K Buy
640
+8
+1% +$3.99K 0.01% 1088
2025
Q2 		$260K Buy
+632
New +$230K ﹤0.01% 1200
2025
Q1 		– Sell
-608
Closed -$202K – 1503
2024
Q4 		$202K Buy
+608
New +$183K ﹤0.01% 1350
2019
Q2 		– Sell
-2,188
Closed -$328K – 998
2019
Q1 		$328K Buy
+2,188
New +$276K 0.01% 678

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stratos Wealth Partners's UI Position: Q2 2026 in Review

Stratos Wealth Partners increased its Ubiquiti (UI) stake by 35% in Q2 2026, buying an estimated $108K and bringing the position to 546 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Stratos Wealth Partners first reported a position in UI in Q1 2019 and has held it in 7 quarters since. The position peaked at $423K in Q3 2025. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Stratos Wealth Partners held 546 shares of Ubiquiti worth $292K as of Q2 2026.
  • Stratos Wealth Partners bought 143 Ubiquiti shares in Q2 2026, an estimated $108K.
  • Ubiquiti made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1421 holding.
  • Stratos Wealth Partners first reported a position in Ubiquiti in Q1 2019 and has held it in 7 quarters since.
  • Stratos Wealth Partners's Ubiquiti position peaked at $423K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.