Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 580,624 shares of QUAL (ISHARES TR), worth $115.3M as of 2025-Q4. The position was increased (++11.8% shares). QUAL represents 0.7% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$115.3M
Current Shares
580,624
Total Value Change
+$17.3M
Total Shares Change
+6,658
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |