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Ubiquiti shares owned by Coldstream Capital Management

Quarter-by-quarter ownership of Ubiquiti (UI) shares owned by Coldstream Capital Management from 13F filings

Historical chart of Coldstream Capital Management investment in Ubiquiti

Tip: Access up to 7 years of quarterly data

All positions including Ubiquiti held by Coldstream Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubiquiti by Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $523k 945 553.35
2025-09-30 $622k 942 660.58
2025-06-30 $236k 574 411.65
2025-03-31 $18k 58 310.16

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Proshares Tr S&p Mdcp 400 Div (REGL)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)

View all positions for Coldstream Capital Management

Top funds holding Ubiquiti

CI Private Wealth
BlackRock
Renaissance Technologies
Arrowstreet Capital, Limited Partnership
SW Investment Management
Capital World Investors
AQR Capital Management
Vanguard Group
Long Walk Management
State Street Corporation
Geode Capital Management
Goldman Sachs Group
Norges Bank Investment Management
Bank of New York Mellon
Squarepoint Ops

View all funds holding Ubiquiti