Segment Wealth Management, LLC

Position in UI — Ubiquiti Inc.

CIK 1575581 HOUSTON, TX

Position in UI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,833,324

-$740,650 QoQ

Shares Held

3,433

+5.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#95

of 353 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Segment Wealth Management, LLC holds $20,021,164 across 3 Communication Equipment names. UI ranks #2 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSI	Motorola Solutions, Inc.	40,938	$17,001,142
2	UI	Ubiquiti Inc. This page	3,433	$1,833,324
3	CSCO	Cisco Systems, Inc.	10,103	$1,186,698

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,833,324	3,433	+5.4%	Shares	Sole	2026-07-16
2026-03-31	$2,573,974	3,257	+64.2%	Shares	Sole	2026-04-20
2025-12-31	$1,097,846	1,984	-34.6%	Shares	Sole	2026-01-29
2025-09-30	$2,004,199	3,034	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.