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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

IVP

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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. 38 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.
38 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.