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RAFFA WEALTH MANAGEMENT, LLC’s Ubiquiti UI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.2K Buy
+6
New +$4.53K ﹤0.01% 711

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Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Ubiquiti (UI) in Q2 2026: 6 shares worth $3.2K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

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

  • RAFFA WEALTH MANAGEMENT, LLC held 6 shares of Ubiquiti worth $3.2K as of Q2 2026.
  • Ubiquiti was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Ubiquiti made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #711 holding.
  • 81 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.