WIM
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Westside Investment Management’s Ubiquiti UI Stock Holding History

Westside Investment Management’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
Q1 		$279K Buy
332
+230
+225% +$156K 0.04% 257
2025
Q4 		$57.8K Hold
102
– – 0.01% 505
2025
Q3 		$68.8K Buy
102
+51
+100% +$25.5K 0.01% 467
2025
Q2 		$20.9K Buy
+51
New +$18.6K ﹤0.01% 670
2024
Q3 		– Sell
-5
Closed -$728 – 1014
2024
Q2 		$728 Hold
5
– – ﹤0.01% 951
2024
Q1 		$575 Hold
5
– – ﹤0.01% 873
2023
Q4 		$697 Buy
+5
New +$609 ﹤0.01% 836

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westside Investment Management's UI Position: Q1 2026 in Review

Westside Investment Management increased its Ubiquiti (UI) stake by 225% in Q1 2026, buying an estimated $156K and bringing the position to 332 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #257.

Westside Investment Management first reported a position in UI in Q4 2023 and has held it in 7 quarters since. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Westside Investment Management held 332 shares of Ubiquiti worth $279K as of Q1 2026.
  • Westside Investment Management bought 230 Ubiquiti shares in Q1 2026, an estimated $156K.
  • Ubiquiti made up 0.04% of Westside Investment Management's portfolio in Q1 2026, its #257 holding.
  • Westside Investment Management first reported a position in Ubiquiti in Q4 2023 and has held it in 7 quarters since.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.