Position in UI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$681,422
-$315,133 QoQ
Shares Held
1,276
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#147
of 353 holders
Holding Since
Sep 2025
4 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $3,581,508 across 2 Communication Equipment names. UI ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
24,690 | $2,900,086 | |
| 2 | UI |
Ubiquiti Inc.
This page
|
1,276 | $681,422 |
All Filings in UI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,422 | 1,276 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $996,555 | 1,261 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $426,632 | 771 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $742,491 | 1,124 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||