Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 619,423 shares of QUAL (ISHARES TR), worth $118.8M as of 2026-Q1. The position was increased (+6.7% shares). QUAL represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$118.8M
Current Shares
619,423
Total Value Change
+$20.8M
Total Shares Change
+45,457
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 619,423 |
+6.7% |
| $118.8M |
| 0.7% |
| $202.29 |
45 |
| 2025-Q4 | Increased | 580,624 | +11.8% | $115.3M | 0.7% | $200.10 | 47 |
| 2025-Q3 | Decreased | 519,338 | -17.2% | $101M | 0.7% | $192.77 | 0 |
| 2025-Q2 | Decreased | 626,943 | -1.2% | $114.6M | 0.9% | $180.59 | 0 |
| 2025-Q1 | Increased | 634,627 | +13.8% | $108.5M | 0.9% | $168.31 | 48 |
| 2024-Q4 | Decreased | 557,580 | -2.2% | $99.3M | 0.8% | $176.81 | 0 |
| 2024-Q3 | Decreased | 570,325 | -0.6% | $102.3M | 0.8% | $176.39 | 0 |
| 2024-Q2 | Decreased | 573,966 | -1.7% | $98M | 0.8% | $168.05 | 0 |