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QUAL
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
619,423
+6.7%
$118.8M0.7%$202.29
45
2025-Q4
Increased
580,624
+11.8%
$115.3M0.7%$200.10
47
2025-Q3
Decreased
519,338
-17.2%
$101M0.7%$192.77
0
2025-Q2
Decreased
626,943
-1.2%
$114.6M0.9%$180.59
0
2025-Q1
Increased
634,627
+13.8%
$108.5M0.9%$168.31
48
2024-Q4
Decreased
557,580
-2.2%
$99.3M0.8%$176.81
0
2024-Q3
Decreased
570,325
-0.6%
$102.3M0.8%$176.39
0
2024-Q2
Decreased
573,966
-1.7%
$98M0.8%$168.05
0

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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