Back to United Capital Financial Advisors, LLC United Capital Financial Advisors, LLC

SOXXSOXX

Showing 8 of 30 quarters

Position history for United Capital Financial Advisors, LLCUnited Capital Financial Advisors, LLC's holdings in ISHARES TR

Yes. United Capital Financial Advisors holds 15,556 shares of SOXX, worth $10M, as of its Q2 2026 13F filing. It reduced the position by 493 shares (-3.1%) from Q1 2026. United Capital Financial Advisors has held SOXX in every 13F on record since Q1 2019, 30 quarterly filings. SOXX is 0.1% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$10M

Current Shares

15,556

Total Value Change

+$4.9M

Total Shares Change

-6,451

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
15,556
-3.1%
$10M0.1%$640.34
0
2026-Q1
Decreased
16,049
-10.4%
$5.3M0.0%$328.29
0
2025-Q4
Increased
17,916
+18.1%
$5.4M0.0%$300.63
32
2025-Q3
Decreased
15,166
-4.6%
$4.1M0.0%$270.25
0
2025-Q2
Decreased
15,892
-15.6%
$3.8M0.0%$237.44
0
2025-Q1
Decreased
18,829
-6.3%
$3.5M0.0%$186.76
0
2024-Q4
Decreased
20,086
-8.7%
$4.3M0.0%$213.61
0
2024-Q3
Decreased
22,007
-1.1%
$5.1M0.0%$230.69
0

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used