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Sunbelt Securities’s Ubiquiti UI Stock Holding History

Sunbelt Securities’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
Q1 		$16.6K Sell
21
-1
-5% -$679 ﹤0.01% 1344
2025
Q4 		$12.2K Buy
22
+12
+120% +$7.59K ﹤0.01% 1392
2025
Q3 		$6.61K Buy
10
+2
+25% +$998 ﹤0.01% 1552
2025
Q2 		$2.65K Hold
8
– – ﹤0.01% 1553
2025
Q1 		$2.48K Hold
8
– – ﹤0.01% 1542
2024
Q4 		$2.68K Hold
8
– – ﹤0.01% 1553
2024
Q3 		$1.77K Buy
8
+3
+60% +$548 ﹤0.01% 1625
2024
Q2 		$728 Hold
5
– – ﹤0.01% 1639
2024
Q1 		$579 Hold
5
– – ﹤0.01% 1618
2023
Q4 		$698 Sell
5
-5
-50% -$609 ﹤0.01% 1573
2023
Q3 		$1.45K Hold
10
– – ﹤0.01% 1532
2023
Q2 		$1.76K Hold
10
– – ﹤0.01% 1462
2023
Q1 		$2.65K Buy
+10
New +$2.77K ﹤0.01% 1399

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sunbelt Securities's UI Position: Q1 2026 in Review

Sunbelt Securities reduced its Ubiquiti (UI) stake by 4.5% in Q1 2026, selling an estimated $679 and leaving 21 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Sunbelt Securities first reported a position in UI in Q1 2023 and has held it in 13 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Sunbelt Securities held 21 shares of Ubiquiti worth $16.6K as of Q1 2026.
  • Sunbelt Securities sold 1 Ubiquiti share in Q1 2026, an estimated $679.
  • Ubiquiti made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1344 holding.
  • Sunbelt Securities first reported a position in Ubiquiti in Q1 2023 and has held it in 13 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.