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Segment Wealth Management, LLC → UI

Segment Wealth Management, LLC UI Position History

Ubiquiti Inc. • Technology

Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$2.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.1M
Q1 2026$2.6M
Q2 2026$1.8M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M4.1K——
Q2 2026$1.8M3.4K——
Q1 2026$2.6M3.3K——
Q4 2025$1.1M2.0K——

Other funds holding UI

Other Segment Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$122.4M
VGES

VANGUARD INDEX FDS

$120.9M
VGES

VANGUARD INDEX FDS

$108.1M
VGES

VANGUARD INDEX FDS

$102.8M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$82.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$81.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$80.5M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$78.6M