Wealth Enhancement Advisory Services’s Ubiquiti UI Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$31.6M	Buy	50,364 +7,093	+16%	+$3.98M	0.05%	347
2026 Q2	$23.4M	Sell	43,271 -74,775	-63%	-$56.4M	0.04%	394
2026 Q1	$97.7M	Sell	118,046 -37,870	-24%	-$25.7M	0.2%	97
2025 Q4	$88.8M	Buy	155,916 +110,632	+244%	+$70M	0.12%	152
2025 Q3	$30.4M	Buy	45,284 +42,781	+1,709%	+$21.4M	0.05%	339
2025 Q2	$1.06M	Sell	2,503 -23,732	-90%	-$8.64M	﹤0.01%	1719
2025 Q1	$8.14M	Buy	26,235 +24,482	+1,397%	+$8.65M	0.02%	653
2024 Q4	$582K	Buy	1,753 +555	+46%	+$167K	﹤0.01%	1879
2024 Q3	$266K	Buy	+1,198	New	+$219K	﹤0.01%	2260
2023 Q1	–	Sell	-4,591	Closed	-$1.3M	–	560
2022 Q4	$1.3M	Buy	+4,591	New	+$1.37M	0.02%	202

Other funds holding UI

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's UI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Ubiquiti (UI) stake by 16% in Q3 2026, buying an estimated $3.98M and bringing the position to 50,364 shares worth $31.6M. The position accounts for 0.05% of the portfolio, ranked #347.

Wealth Enhancement Advisory Services first reported a position in UI in Q4 2022 and has held it in 10 quarters since. The position peaked at $97.7M in Q1 2026. 47 funds tracked by Wall St. Rank hold UI as of Q3 2026.

Wealth Enhancement Advisory Services held 50,364 shares of Ubiquiti worth $31.6M as of Q3 2026.
Wealth Enhancement Advisory Services bought 7,093 Ubiquiti shares in Q3 2026, an estimated $3.98M.
Ubiquiti made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #347 holding.
Wealth Enhancement Advisory Services first reported a position in Ubiquiti in Q4 2022 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Ubiquiti position peaked at $97.7M in Q1 2026.
47 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.