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BOLTON SECURITIES CORPORATION’s Ubiquiti UI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$727K Buy
+920
New +$625K 0.03% 429
2025
Q3 		$3.2M Buy
+4,843
New +$2.42M 0.15% 167
2025
Q1 		$66.2K Buy
+213
New +$75.3K ﹤0.01% 969

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
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UI Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Ubiquiti (UI) in Q1 2026: 920 shares worth $727K. The stake represents 0.03% of the portfolio and ranks #429 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in UI as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in UI in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q3 2025. 388 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 920 shares of Ubiquiti worth $727K as of Q1 2026.
  • Ubiquiti was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Ubiquiti made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #429 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Ubiquiti in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Ubiquiti position peaked at $3.2M in Q3 2025.
  • 388 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.