Position in UI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$391,978
-$226,028 QoQ
Shares Held
734
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#188
of 353 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Baron Wealth Management LLC holds $2,518,026 across 5 Communication Equipment names. UI ranks #2 (15.6% of the industry book) .
All Filings in UI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,978 | 734 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $618,006 | 782 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $519,042 | 938 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $625,569 | 947 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $381,599 | 927 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||