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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
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 $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
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
AB
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
BC
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

Wedmont Private Capital's UI Position: Q2 2026 in Review

Wedmont Private Capital increased its Ubiquiti (UI) stake by 6.2% in Q2 2026, buying an estimated $33.9K and bringing the position to 771 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #610.

Wedmont Private Capital first reported a position in UI in Q1 2025 and has held it in 6 quarters since. The position peaked at $654K in Q1 2026. 38 funds tracked by Wall St. Rank hold UI as of Q2 2026.

  • Wedmont Private Capital held 771 shares of Ubiquiti worth $425K as of Q2 2026.
  • Wedmont Private Capital bought 45 Ubiquiti shares in Q2 2026, an estimated $33.9K.
  • Ubiquiti made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #610 holding.
  • Wedmont Private Capital first reported a position in Ubiquiti in Q1 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's Ubiquiti position peaked at $654K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.