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 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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's UI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Ubiquiti (UI) stake by 63% in Q2 2026, selling an estimated $56.4M and leaving 43,271 shares worth $23.4M. The position accounts for 0.04% of the portfolio, ranked #394.

Wealth Enhancement Advisory Services first reported a position in UI in Q4 2022 and has held it in 9 quarters since. The position peaked at $97.7M in Q1 2026. 356 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Wealth Enhancement Advisory Services held 43,271 shares of Ubiquiti worth $23.4M as of Q2 2026.
Wealth Enhancement Advisory Services sold 74,775 Ubiquiti shares in Q2 2026, an estimated $56.4M.
Ubiquiti made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #394 holding.
Wealth Enhancement Advisory Services first reported a position in Ubiquiti in Q4 2022 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Ubiquiti position peaked at $97.7M in Q1 2026.
356 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.