Position in UI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$444,846
-$519,306 QoQ
Shares Held
833
-31.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#179
of 353 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $1,983,854 across 8 Communication Equipment names. UI ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
12,955 | $1,521,694 | |
| 2 | UI |
Ubiquiti Inc.
This page
|
833 | $444,846 | |
| 3 | ONDS |
Ondas Inc.
|
1,000 | $8,240 | |
| 4 | NTGR |
Netgear, Inc.
|
285 | $6,654 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
2 | $1,716 | |
| 6 | NOK |
Nokia Corp
|
26 | $345 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
4 | $180 | |
| 8 | HLIT |
Harmonic Inc.
|
11 | $179 |
All Filings in UI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,846 | 833 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $964,152 | 1,220 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $675,085 | 1,220 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $805,906 | 1,220 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $502,212 | 1,220 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $595,467 | 1,920 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $637,304 | 1,920 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||