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 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 $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's UI Position: Q1 2026 in Review

United Capital Financial Advisors increased its Ubiquiti (UI) stake by 34% in Q1 2026, buying an estimated $93.7K and bringing the position to 546 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

United Capital Financial Advisors first reported a position in UI in Q2 2014 and has held it in 9 quarters since. The position peaked at $6.19M in Q1 2019. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

United Capital Financial Advisors held 546 shares of Ubiquiti worth $431K as of Q1 2026.
United Capital Financial Advisors bought 138 Ubiquiti shares in Q1 2026, an estimated $93.7K.
Ubiquiti made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1137 holding.
United Capital Financial Advisors first reported a position in Ubiquiti in Q2 2014 and has held it in 9 quarters since.
United Capital Financial Advisors's Ubiquiti position peaked at $6.19M in Q1 2019.
384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.