Wealthspire Advisors (New York)
UI icon

Wealthspire Advisors (New York)’s Ubiquiti UI Stock Holding History

Wealthspire Advisors (New York)’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 		$262K Hold
490
– – ﹤0.01% 1041
2026
Q1 		$387K Sell
490
-16
-3% -$10.9K ﹤0.01% 654
2025
Q4 		$280K Buy
506
+16
+3% +$10.1K ﹤0.01% 830
2025
Q3 		$324K Hold
490
– – ﹤0.01% 637
2025
Q2 		$202K Buy
+490
New +$178K ﹤0.01% 795

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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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s UI Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Ubiquiti (UI) position steady in Q2 2026 at 490 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Wealthspire Advisors (New York) first reported a position in UI in Q2 2025 and has held it in 5 quarters since. The position peaked at $387K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Wealthspire Advisors (New York) held 490 shares of Ubiquiti worth $262K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Ubiquiti share count unchanged in Q2 2026.
  • Ubiquiti made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1041 holding.
  • Wealthspire Advisors (New York) first reported a position in Ubiquiti in Q2 2025 and has held it in 5 quarters since.
  • Wealthspire Advisors (New York)'s Ubiquiti position peaked at $387K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.