VWA
UI icon

VSM Wealth Advisory’s Ubiquiti UI Stock Holding History

VSM Wealth Advisory’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 		$7.48K Buy
+14
New +$10.6K ﹤0.01% 389

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

VSM Wealth Advisory's UI Position: Q2 2026 in Review

VSM Wealth Advisory opened a new position in Ubiquiti (UI) in Q2 2026: 14 shares worth $7.48K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • VSM Wealth Advisory held 14 shares of Ubiquiti worth $7.48K as of Q2 2026.
  • Ubiquiti was a new VSM Wealth Advisory position in Q2 2026.
  • Ubiquiti made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #389 holding.
  • 356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.