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 Q3	$22.1K	Sell	39 -1	-3%	-$561	0.01%	796
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

True Wealth Design's UI Position: Q3 2026 in Review

True Wealth Design reduced its Ubiquiti (UI) stake by 2.5% in Q3 2026, selling an estimated $561 and leaving 39 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #796.

True Wealth Design first reported a position in UI in Q2 2024 and has held it in 10 quarters since. The position peaked at $792K in Q2 2024. 29 funds tracked by Wall St. Rank hold UI as of Q3 2026.

True Wealth Design held 39 shares of Ubiquiti worth $22.1K as of Q3 2026.
True Wealth Design sold 1 Ubiquiti share in Q3 2026, an estimated $561.
Ubiquiti made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #796 holding.
True Wealth Design first reported a position in Ubiquiti in Q2 2024 and has held it in 10 quarters since.
True Wealth Design's Ubiquiti position peaked at $792K in Q2 2024.
29 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.