Position in UI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$791,966
-$380,034 QoQ
Shares Held
1,483
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#137
of 353 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Morningstar Investment Management LLC holds $15,032,229 across 2 Communication Equipment names. UI ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
121,235 | $14,240,263 | |
| 2 | UI |
Ubiquiti Inc.
This page
|
1,483 | $791,966 |
All Filings in UI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,966 | 1,483 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,172,000 | 1,483 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $385,131 | 696 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $459,763 | 696 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||