Turtle Creek Wealth Advisors’s Ubiquiti UI Stock Holding History

Turtle Creek Wealth 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 Q3	$202K	Buy	+356	New	+$200K	0.01%	443
2026 Q2	–	Sell	-349	Closed	-$276K	–	555
2026 Q1	$276K	Buy	+349	New	+$237K	0.02%	333
2025 Q4	–	Sell	-349	Closed	-$231K	–	414
2025 Q3	$231K	Buy	+349	New	+$174K	0.02%	330

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

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

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Turtle Creek Wealth Advisors's UI Position: Q3 2026 in Review

Turtle Creek Wealth Advisors opened a new position in Ubiquiti (UI) in Q3 2026: 356 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in UI as recently as Q1 2026.

Turtle Creek Wealth Advisors first reported a position in UI in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 28 funds tracked by Wall St. Rank hold UI as of Q3 2026.

Turtle Creek Wealth Advisors held 356 shares of Ubiquiti worth $202K as of Q3 2026.
Ubiquiti was a new Turtle Creek Wealth Advisors position in Q3 2026.
Ubiquiti made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #443 holding.
Turtle Creek Wealth Advisors first reported a position in Ubiquiti in Q3 2025 and has held it in 3 quarters since.
Turtle Creek Wealth Advisors's Ubiquiti position peaked at $276K in Q1 2026.
28 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.