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Wedmont Private Capital’s Ubiquiti UI Stock Holding History

Wedmont Private Capital’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 		$504K Buy
786
+15
+2% +$8.41K 0.01% 593
2026
Q2 		$425K Buy
771
+45
+6% +$33.9K 0.01% 610
2026
Q1 		$654K Buy
726
+19
+3% +$12.9K 0.02% 408
2025
Q4 		$398K Sell
707
-1
-0.1% -$633 0.01% 553
2025
Q3 		$476K Buy
708
+11
+2% +$5.49K 0.02% 477
2025
Q2 		$281K Buy
697
+31
+5% +$11.3K 0.01% 594
2025
Q1 		$205K Buy
+666
New +$235K 0.01% 656

Other funds holding UI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Wedmont Private Capital's UI Position: Q3 2026 in Review

Wedmont Private Capital increased its Ubiquiti (UI) stake by 1.9% in Q3 2026, buying an estimated $8.41K and bringing the position to 786 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #593.

Wedmont Private Capital first reported a position in UI in Q1 2025 and has held it in 7 quarters since. The position peaked at $654K in Q1 2026. 21 funds tracked by Wall St. Rank hold UI as of Q3 2026.

  • Wedmont Private Capital held 786 shares of Ubiquiti worth $504K as of Q3 2026.
  • Wedmont Private Capital bought 15 Ubiquiti shares in Q3 2026, an estimated $8.41K.
  • Ubiquiti made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #593 holding.
  • Wedmont Private Capital first reported a position in Ubiquiti in Q1 2025 and has held it in 7 quarters since.
  • Wedmont Private Capital's Ubiquiti position peaked at $654K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.