Position in UI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,322
+$4,109 QoQ
Shares Held
8
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $1,805,049 across 12 Communication Equipment names. UI ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
18,798 | $1,458,536 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
535 | $232,173 | |
| 3 | CIEN |
Ciena Corp
|
150 | $58,234 | |
| 4 | HPE |
Hewlett Packard Enterprise Co
|
803 | $19,119 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
17 | $11,946 | |
| 6 | ERIC |
Ericsson Lm Telephone Co
|
1,036 | $11,675 | |
| 7 | UI |
Ubiquiti Inc.
This page
|
8 | $6,322 | |
| 8 | ZBRA |
Zebra Technologies Corp
|
21 | $4,390 |
All Filings in UI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,322 | 8 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,213 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,624 | 7 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||