Vision Retirement’s Ubiquiti UI Stock Holding History

Vision Retirement’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	$17.1K	Hold	32	–	–	﹤0.01%	363
2026 Q1	$25.3K	Buy	+32	New	+$21.7K	0.01%	291

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 $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vision Retirement's UI Position: Q2 2026 in Review

Vision Retirement held its Ubiquiti (UI) position steady in Q2 2026 at 32 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Vision Retirement first reported a position in UI in Q1 2026 and has held it in 2 quarters since. The position peaked at $25.3K in Q1 2026. 334 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Vision Retirement held 32 shares of Ubiquiti worth $17.1K as of Q2 2026.
Vision Retirement left its Ubiquiti share count unchanged in Q2 2026.
Ubiquiti made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #363 holding.
Vision Retirement first reported a position in Ubiquiti in Q1 2026 and has held it in 2 quarters since.
Vision Retirement's Ubiquiti position peaked at $25.3K in Q1 2026.
334 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.