ZIM
UI icon

Zacks Investment Management’s Ubiquiti UI Stock Holding History

Zacks 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 		$7.61M Buy
9,625
+121
+1% +$82.2K 0.06% 182
2025
Q4 		$5.26M Sell
9,504
-117
-1% -$74K 0.04% 221
2025
Q3 		$6.36M Sell
9,621
-35,986
-79% -$18M 0.05% 201
2025
Q2 		$18.8M Buy
45,607
+594
+1% +$216K 0.16% 137
2025
Q1 		$14M Buy
45,013
+1,512
+3% +$535K 0.13% 149
2024
Q4 		$14.4M Buy
43,501
+3,397
+8% +$1.02M 0.13% 150
2024
Q3 		$8.89M Buy
+40,104
New +$7.32M 0.08% 173
2021
Q1 		– Sell
-11,715
Closed -$3.26M – 583
2020
Q4 		$3.26M Buy
+11,715
New +$2.69M 0.06% 195
2020
Q1 		– Sell
-2,098
Closed -$396K – 601
2019
Q4 		$396K Buy
+2,098
New +$338K 0.01% 467
2019
Q3 		– Sell
-4,313
Closed -$567K – 584
2019
Q2 		$567K Sell
4,313
-32,476
-88% -$4.7M 0.01% 445
2019
Q1 		$5.51M Buy
+36,789
New +$4.64M 0.12% 143
2016
Q4 		– Sell
-6,164
Closed -$330K – 735
2016
Q3 		$330K Buy
+6,164
New +$296K 0.01% 491
2014
Q2 		– Sell
-9,767
Closed -$444K – 755
2014
Q1 		$444K Buy
+9,767
New +$457K 0.02% 446
2013
Q4 		– Sell
-23,818
Closed -$800K – 746
2013
Q3 		$800K Sell
23,818
-1,144
-5% -$30.7K 0.03% 255
2013
Q2 		$438K Buy
+24,962
New +$412K 0.02% 348

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

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

Zacks Investment Management increased its Ubiquiti (UI) stake by 1.3% in Q1 2026, buying an estimated $82.2K and bringing the position to 9,625 shares worth $7.61M. The position accounts for 0.06% of the portfolio, ranked #182.

Zacks Investment Management first reported a position in UI in Q2 2013 and has held it in 15 quarters since. The position peaked at $18.8M in Q2 2025. 384 funds tracked by Wall St. Rank hold UI as of Q1 2026.

  • Zacks Investment Management held 9,625 shares of Ubiquiti worth $7.61M as of Q1 2026.
  • Zacks Investment Management bought 121 Ubiquiti shares in Q1 2026, an estimated $82.2K.
  • Ubiquiti made up 0.06% of Zacks Investment Management's portfolio in Q1 2026, its #182 holding.
  • Zacks Investment Management first reported a position in Ubiquiti in Q2 2013 and has held it in 15 quarters since.
  • Zacks Investment Management's Ubiquiti position peaked at $18.8M in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.