United Capital Financial Advisors’s Ubiquiti UI Stock Holding History

United Capital 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	$237K	Sell	443 -103	-19%	-$77.7K	﹤0.01%	1475
2026 Q1	$431K	Buy	546 +138	+34%	+$93.7K	﹤0.01%	1137
2025 Q4	$226K	Sell	408 -69	-14%	-$43.6K	﹤0.01%	1281
2025 Q3	$315K	Sell	477 -13	-3%	-$6.49K	﹤0.01%	1005
2025 Q2	$202K	Buy	+490	New	+$178K	﹤0.01%	1054
2019 Q3	–	Sell	-15,506	Closed	-$2.04M	–	1486
2019 Q2	$2.04M	Sell	15,506 -25,817	-62%	-$3.74M	0.01%	619
2019 Q1	$6.19M	Buy	+41,323	New	+$5.21M	0.04%	371
2015 Q1	–	Sell	-46,079	Closed	-$1.37M	–	1278
2014 Q4	$1.37M	Buy	46,079 +8,419	+22%	+$268K	0.02%	566
2014 Q3	$1.41M	Buy	37,660 +2,517	+7%	+$107K	0.02%	517
2014 Q2	$1.59M	Buy	+35,143	New	+$1.38M	0.03%	460

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

United Capital Financial Advisors's UI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Ubiquiti (UI) stake by 19% in Q2 2026, selling an estimated $77.7K and leaving 443 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

United Capital Financial Advisors first reported a position in UI in Q2 2014 and has held it in 10 quarters since. The position peaked at $6.19M in Q1 2019. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

United Capital Financial Advisors held 443 shares of Ubiquiti worth $237K as of Q2 2026.
United Capital Financial Advisors sold 103 Ubiquiti shares in Q2 2026, an estimated $77.7K.
Ubiquiti made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1475 holding.
United Capital Financial Advisors first reported a position in Ubiquiti in Q2 2014 and has held it in 10 quarters since.
United Capital Financial Advisors's Ubiquiti position peaked at $6.19M in Q1 2019.
357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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