Position in UI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,670
-$1,281 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 353 holders
Holding Since
Sep 2021
19 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 Jun 30, 2026Bell Investment Advisors, Inc holds $559,794 across 13 Communication Equipment names. UI ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
2,367 | $278,027 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
|
2,411 | $108,760 | |
| 3 | CIEN |
Ciena Corp
|
121 | $59,357 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
77 | $31,977 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
24 | $20,593 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
381 | $18,192 | |
| 7 | ERIC |
Ericsson Lm Telephone Co
|
1,296 | $14,450 | |
| 8 | DGII |
Digi International Inc
|
173 | $12,966 |
All Filings in UI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,670 | 5 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,951 | 5 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,766 | 5 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,302 | 5 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,058 | 5 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,550 | 5 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,659 | 5 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,108 | 5 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $728 | 5 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $579 | 5 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $697 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,453 | 10 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,757 | 10 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,694 | 32 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,300 | 34 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,164 | 21 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,474 | 14 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $3,067 | 10 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,181 | 14 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||