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TD Private Client Wealth’s Ubiquiti UI Stock Holding History

TD Private Client 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
2026
Q1 		– Sell
-1
Closed -$553 – 1741
2025
Q4 		$553 Buy
+1
New +$633 ﹤0.01% 1480
2025
Q3 		– Sell
-2
Closed -$823 – 1569
2025
Q2 		$823 Sell
2
-2
-50% -$728 ﹤0.01% 1308
2025
Q1 		$1.24K Buy
+4
New +$1.41K ﹤0.01% 1267

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

TD Private Client Wealth's UI Position: Q1 2026 in Review

TD Private Client Wealth sold out of Ubiquiti (UI) in Q1 2026, closing a stake of 1 share — an estimated $553 sold.

TD Private Client Wealth first reported a position in UI in Q1 2025 and held it in 3 quarters. The position peaked at $1.24K in Q1 2025. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • TD Private Client Wealth reported no remaining Ubiquiti position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 1 Ubiquiti share in Q1 2026, an estimated $553.
  • TD Private Client Wealth first reported a position in Ubiquiti in Q1 2025 and held it in 3 quarters.
  • TD Private Client Wealth's Ubiquiti position peaked at $1.24K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.