VF
UI icon

Vest Financial’s Ubiquiti UI Stock Holding History

Vest Financial’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 		$2.44M Buy
4,573
+2,579
+129% +$1.95M 0.03% 315
2026
Q1 		$1.58M Buy
1,994
+53
+3% +$36K 0.02% 348
2025
Q4 		$1.07M Buy
1,941
+638
+49% +$404K 0.01% 364
2025
Q3 		$861K Buy
1,303
+428
+49% +$214K 0.01% 367
2025
Q2 		$360K Buy
875
+16
+2% +$5.83K 0.01% 378
2025
Q1 		$266K Buy
+859
New +$304K ﹤0.01% 383

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vest Financial's UI Position: Q2 2026 in Review

Vest Financial increased its Ubiquiti (UI) stake by 129% in Q2 2026, buying an estimated $1.95M and bringing the position to 4,573 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #315.

Vest Financial first reported a position in UI in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Vest Financial held 4,573 shares of Ubiquiti worth $2.44M as of Q2 2026.
  • Vest Financial bought 2,579 Ubiquiti shares in Q2 2026, an estimated $1.95M.
  • Ubiquiti made up 0.03% of Vest Financial's portfolio in Q2 2026, its #315 holding.
  • Vest Financial first reported a position in Ubiquiti in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.