TWD
UI icon

True Wealth Design’s Ubiquiti UI Stock Holding History

True Wealth Design’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 		$21.4K Sell
40
-5
-11% -$3.77K 0.01% 784
2026
Q1 		$35.6K Buy
45
+7
+18% +$4.75K 0.01% 501
2025
Q4 		$21K Hold
38
– – 0.01% 590
2025
Q3 		$25.1K Hold
38
– – 0.01% 530
2025
Q2 		$15.6K Buy
38
+6
+19% +$2.19K 0.01% 450
2025
Q1 		$9.93K Sell
32
-7
-18% -$2.48K ﹤0.01% 477
2024
Q4 		$12.9K Sell
39
-6
-13% -$1.81K 0.01% 384
2024
Q3 		$9.98K Sell
45
-5,394
-99% -$985K ﹤0.01% 423
2024
Q2 		$792K Buy
+5,439
New +$698K 0.2% 86

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return