WMA
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West Michigan Advisors’s Ubiquiti UI Stock Holding History

West Michigan Advisors’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
2025
Q4 		– Sell
-788
Closed -$521K – 285
2025
Q3 		$521K Buy
+788
New +$393K 0.13% 142
2025
Q1 		– Sell
-885
Closed -$294K – 248
2024
Q4 		$294K Buy
+885
New +$266K 0.09% 160

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

West Michigan Advisors's UI Position: Q4 2025 in Review

West Michigan Advisors sold out of Ubiquiti (UI) in Q4 2025, closing a stake of 788 shares — an estimated $521K sold.

West Michigan Advisors first reported a position in UI in Q4 2024 and held it in 2 quarters. The position peaked at $521K in Q3 2025. 351 funds tracked by Wall St. Rank hold UI as of Q4 2025.

  • West Michigan Advisors reported no remaining Ubiquiti position as of Q4 2025 after selling out during the quarter.
  • West Michigan Advisors sold 788 Ubiquiti shares in Q4 2025, an estimated $521K.
  • West Michigan Advisors first reported a position in Ubiquiti in Q4 2024 and held it in 2 quarters.
  • West Michigan Advisors's Ubiquiti position peaked at $521K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2025.

Based on West Michigan Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.