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Transamerica Financial Advisors’s Ubiquiti UI Stock Holding History

Transamerica Financial Advisors’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 		$1.07K Sell
2
-6
-75% -$4.53K ﹤0.01% 1477
2026
Q1 		$6.33K Buy
8
+4
+100% +$2.72K ﹤0.01% 1001
2025
Q4 		$2.22K Sell
4
-3
-43% -$1.9K ﹤0.01% 1111
2025
Q3 		$3.97K Buy
+7
New +$3.5K ﹤0.01% 917

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's UI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Ubiquiti (UI) stake by 75% in Q2 2026, selling an estimated $4.53K and leaving 2 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Transamerica Financial Advisors first reported a position in UI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.33K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Transamerica Financial Advisors held 2 shares of Ubiquiti worth $1.07K as of Q2 2026.
  • Transamerica Financial Advisors sold 6 Ubiquiti shares in Q2 2026, an estimated $4.53K.
  • Ubiquiti made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1477 holding.
  • Transamerica Financial Advisors first reported a position in Ubiquiti in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Ubiquiti position peaked at $6.33K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.