United Asset Strategies, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, United Asset Strategies, Inc. opened 236 positions, added to 1,298, reduced 908 and sold out of 173.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 204,195.
- Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 55,900.
- Q2 2026: Stock ADBE; Country of operation United States; Class COM; Shares before 45,856.
- Q2 2026: Stock O; Country of operation United States; Class COM; Shares before 142,997.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1539948), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-01); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-05); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-09); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-09-05); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-27); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 204,195 | 198,907 | -5,288 | $58,718,456 | $71,083,240 | +$12,364,784 | 2026-07-13 |
|---|
| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 55,900 | 6,247 | -49,653 | $11,565,635 | $1,035,546 | -$10,530,089 | 2026-07-13 |
|---|
| Q2 2026 | ADBE
ADOBE INC | United States | COM | 45,856 | 6,576 | -39,280 | $11,146,765 | $1,348,287 | -$9,798,478 | 2026-07-13 |
|---|
| Q2 2026 | O
REALTY INCOME CORP | United States | COM | 142,997 | 13,045 | -129,952 | $8,748,570 | $808,291 | -$7,940,279 | 2026-07-13 |
|---|
| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 210,435 | 143,654 | -66,781 | $25,313,181 | $18,459,565 | -$6,853,616 | 2026-07-13 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 75,245 | 47,656 | -27,589 | $22,134,028 | $15,599,117 | -$6,534,911 | 2026-07-13 |
|---|
| Q2 2026 | C
CITIGROUP INC | United States | COM NEW | 129,446 | 68,124 | -61,322 | $14,680,483 | $9,534,685 | -$5,145,798 | 2026-07-13 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 106,434 | 65,119 | -41,315 | $17,063,481 | $22,206,844 | +$5,143,363 | 2026-07-13 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 55,339 | 35,039 | -20,300 | $9,388,735 | $4,790,524 | -$4,598,211 | 2026-07-13 |
|---|
| Q2 2026 | ASML
ASML HLDG NV | | N Y REGISTRY SHS | 16,514 | 12,987 | -3,527 | $21,812,566 | $25,837,544 | +$4,024,978 | 2026-07-13 |
|---|
| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 19,763 | 14,664 | -5,099 | $8,503,678 | $5,401,801 | -$3,101,877 | 2026-07-13 |
|---|
| Q2 2026 | MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 152,658 | 146,013 | -6,645 | $11,061,599 | $14,034,770 | +$2,973,171 | 2026-07-13 |
|---|
| Q2 2026 | AMAT
APPLIED MATLS INC | United States | COM | 7,874 | 7,348 | -526 | $2,691,319 | $5,312,805 | +$2,621,486 | 2026-07-13 |
|---|
| Q2 2026 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 13,284 | 9,118 | -4,166 | $2,702,364 | $5,296,737 | +$2,594,373 | 2026-07-13 |
|---|
| Q2 2026 | ETN
EATON CORP PLC | | SHS | 32,971 | 32,660 | -311 | $11,792,902 | $13,916,925 | +$2,124,023 | 2026-07-13 |
|---|
| Q2 2026 | EW
EDWARDS LIFESCIENCES CORP | United States | COM | 193,864 | 192,582 | -1,282 | $15,524,629 | $17,420,968 | +$1,896,339 | 2026-07-13 |
|---|
| Q2 2026 | SBUX
STARBUCKS CORP | United States | COM | 143,162 | 142,755 | -407 | $12,825,906 | $14,588,084 | +$1,762,178 | 2026-07-13 |
|---|
| Q2 2026 | TMUS
T-MOBILE US INC | United States | COM | 27,969 | 26,603 | -1,366 | $5,874,423 | $4,462,068 | -$1,412,355 | 2026-07-13 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 4,299 | 4,174 | -125 | $3,953,633 | $5,005,863 | +$1,052,230 | 2026-07-13 |
|---|
| Q2 2026 | MU
MICRON TECHNOLOGY INC | United States | COM | 3,527 | 1,942 | -1,585 | $1,191,669 | $2,242,009 | +$1,050,340 | 2026-07-13 |
|---|
| Q2 2026 | PYPL
PAYPAL HLDGS INC | United States | COM | 51,678 | 32,515 | -19,163 | $2,337,404 | $1,404,002 | -$933,402 | 2026-07-13 |
|---|
| Q2 2026 | FTNT
FORTINET INC | United States | COM | 16,165 | 13,843 | -2,322 | $1,321,004 | $2,126,562 | +$805,558 | 2026-07-13 |
|---|
| Q2 2026 | OZ
BELPOINTE PREP LLC | United States | UNIT RP LTD LB A | 89,354 | 88,722 | -632 | $4,753,633 | $4,018,219 | -$735,414 | 2026-07-13 |
|---|
| Q2 2026 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 6,259 | 4,261 | -1,998 | $1,241,149 | $530,272 | -$710,877 | 2026-07-13 |
|---|
| Q2 2026 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 3,596 | 3,329 | -267 | $768,321 | $1,442,556 | +$674,235 | 2026-07-13 |
|---|
| Q2 2026 | DDOG
DATADOG INC | United States | CL A COM | 8,032 | 5,929 | -2,103 | $948,178 | $1,543,674 | +$595,496 | 2026-07-13 |
|---|
| Q2 2026 | V
VISA INC | United States | COM CL A | 13,564 | 13,363 | -201 | $4,099,721 | $4,584,688 | +$484,967 | 2026-07-13 |
|---|
| Q2 2026 | VTR
VENTAS INC | United States | COM | 71,402 | 70,771 | -631 | $5,839,258 | $6,284,467 | +$445,209 | 2026-07-13 |
|---|
| Q2 2026 | MDLZ
MONDELEZ INTL INC | United States | CL A | 15,416 | 8,165 | -7,251 | $888,589 | $472,242 | -$416,347 | 2026-07-13 |
|---|
| Q2 2026 | TROW
PRICE T ROWE GROUP INC | United States | COM | 18,065 | 17,787 | -278 | $1,628,391 | $2,022,217 | +$393,826 | 2026-07-13 |
|---|
| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 196,638 | 196,428 | -210 | $18,480,062 | $18,124,367 | -$355,695 | 2026-07-13 |
|---|
| Q2 2026 | NUE
NUCOR CORP | United States | COM | 11,929 | 7,546 | -4,383 | $2,017,116 | $1,680,967 | -$336,149 | 2026-07-13 |
|---|
| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 2,953 | 2,816 | -137 | $2,942,423 | $2,634,409 | -$308,014 | 2026-07-13 |
|---|
| Q2 2026 | NKE
NIKE INC | United States | CL B | 22,715 | 22,065 | -650 | $1,199,823 | $905,784 | -$294,039 | 2026-07-13 |
|---|
| Q2 2026 | CLX
CLOROX CO DEL | United States | COM | 7,347 | 4,941 | -2,406 | $761,402 | $471,561 | -$289,841 | 2026-07-13 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 10,179 | 9,014 | -1,165 | $2,919,898 | $3,184,779 | +$264,881 | 2026-07-13 |
|---|
| Q2 2026 | COP
CONOCOPHILLIPS | United States | COM | 3,568 | 2,001 | -1,567 | $470,911 | $207,972 | -$262,939 | 2026-07-13 |
|---|
| Q2 2026 | MSTR
STRATEGY INC | United States | CL A NEW | 4,549 | 3,999 | -550 | $567,715 | $347,633 | -$220,082 | 2026-07-13 |
|---|
| Q2 2026 | FE
FIRSTENERGY CORP | United States | COM | 39,540 | 37,710 | -1,830 | $2,003,120 | $1,792,730 | -$210,390 | 2026-07-13 |
|---|
| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 5,587 | 5,322 | -265 | $1,042,954 | $833,756 | -$209,198 | 2026-07-13 |
|---|
| Q2 2026 | ROL
ROLLINS INC | United States | COM | 14,935 | 14,122 | -813 | $797,678 | $589,452 | -$208,226 | 2026-07-13 |
|---|
| Q2 2026 | PWR
QUANTA SVCS INC | United States | COM | 1,412 | 1,360 | -52 | $775,217 | $979,257 | +$204,040 | 2026-07-13 |
|---|
| Q2 2026 | MPWR
MONOLITHIC PWR SYS INC | United States | COM | 987 | 922 | -65 | $1,079,227 | $1,274,665 | +$195,438 | 2026-07-13 |
|---|
| Q2 2026 | CVS
CVS HEALTH CORP | United States | COM | 10,574 | 9,057 | -1,517 | $759,457 | $936,902 | +$177,445 | 2026-07-13 |
|---|
| Q2 2026 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 2,561 | 2,542 | -19 | $1,180,595 | $1,010,903 | -$169,692 | 2026-07-13 |
|---|
| Q2 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 9,438 | 8,953 | -485 | $832,054 | $676,041 | -$156,013 | 2026-07-13 |
|---|
| Q2 2026 | TT
TRANE TECHNOLOGIES PLC | | SHS | 1,820 | 1,818 | -2 | $758,475 | $892,947 | +$134,472 | 2026-07-13 |
|---|
| Q2 2026 | RDDT
REDDIT INC | United States | CL A | 3,559 | 3,525 | -34 | $479,219 | $611,870 | +$132,651 | 2026-07-13 |
|---|
| Q2 2026 | EOG
EOG RES INC | United States | COM | 5,931 | 5,589 | -342 | $857,377 | $725,023 | -$132,354 | 2026-07-13 |
|---|
| Q2 2026 | WTW
WILLIS TOWERS WATSON PLC LTD | | SHS | 1,320 | 1,020 | -300 | $383,697 | $266,573 | -$117,124 | 2026-07-13 |
|---|
| Q2 2026 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 2,965 | 2,882 | -83 | $1,323,991 | $1,431,576 | +$107,585 | 2026-07-13 |
|---|
| Q2 2026 | USFD
US FOODS HLDG CORP | United States | COM | 12,494 | 12,303 | -191 | $1,152,072 | $1,257,982 | +$105,910 | 2026-07-13 |
|---|
| Q2 2026 | PAYX
PAYCHEX INC | United States | COM | 17,318 | 17,244 | -74 | $1,595,320 | $1,695,595 | +$100,275 | 2026-07-13 |
|---|
| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 17,135 | 12,125 | -5,010 | $1,329,496 | $1,424,174 | +$94,678 | 2026-07-13 |
|---|
| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,463 | 2,381 | -82 | $596,999 | $669,581 | +$72,582 | 2026-07-13 |
|---|
| Q2 2026 | APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 26,504 | 26,468 | -36 | $7,699,083 | $7,759,791 | +$60,708 | 2026-07-13 |
|---|
| Q2 2026 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 8,055 | 6,106 | -1,949 | $2,238,243 | $2,291,704 | +$53,461 | 2026-07-13 |
|---|
| Q2 2026 | D
DOMINION ENERGY INC | United States | COM | 8,628 | 8,562 | -66 | $533,406 | $584,693 | +$51,287 | 2026-07-13 |
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| Q2 2026 | SNPS
SYNOPSYS INC | United States | COM | 2,085 | 1,965 | -120 | $826,661 | $876,528 | +$49,867 | 2026-07-13 |
|---|
| Q2 2026 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 10,273 | 10,051 | -222 | $2,673,943 | $2,718,448 | +$44,505 | 2026-07-13 |
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| Q2 2026 | GPC
GENUINE PARTS CO | United States | COM | 4,913 | 4,032 | -881 | $519,571 | $475,641 | -$43,930 | 2026-07-13 |
|---|
| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 7,127 | 6,872 | -255 | $1,048,397 | $1,007,112 | -$41,285 | 2026-07-13 |
|---|
| Q2 2026 | CHRW
C H ROBINSON WORLDWIDE IN | United States | COM NEW | 6,991 | 6,342 | -649 | $1,160,961 | $1,194,416 | +$33,455 | 2026-07-13 |
|---|
| Q2 2026 | WMB
WILLIAMS COS INC | United States | COM | 18,762 | 17,924 | -838 | $1,365,466 | $1,332,438 | -$33,028 | 2026-07-13 |
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| Q2 2026 | ED
CONSOLIDATED EDISON INC | United States | COM | 5,948 | 5,884 | -64 | $673,218 | $650,901 | -$22,317 | 2026-07-13 |
|---|
| Q2 2026 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 19,493 | 19,490 | -3 | $737,599 | $716,445 | -$21,154 | 2026-07-13 |
|---|
| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 19,265 | 18,834 | -431 | $2,782,580 | $2,761,839 | -$20,741 | 2026-07-13 |
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| Q2 2026 | CTAS
CINTAS CORP | United States | COM | 5,906 | 5,777 | -129 | $998,930 | $982,559 | -$16,371 | 2026-07-13 |
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| Q2 2026 | AS
AMER SPORTS INC | Cayman Islands | COM SHS | 18,697 | 18,646 | -51 | $615,505 | $630,981 | +$15,476 | 2026-07-13 |
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| Q2 2026 | SBAC
SBA COMMUNICATIONS CORP | United States | CL A | 3,130 | 2,966 | -164 | $538,682 | $523,381 | -$15,301 | 2026-07-13 |
|---|
| Q2 2026 | CI
THE CIGNA GROUP | United States | COM | 910 | 867 | -43 | $242,743 | $239,066 | -$3,677 | 2026-07-13 |
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| Q2 2026 | HLT
HILTON WORLDWIDE HLDGS INC | United States | COM | 3,170 | 2,928 | -242 | $963,934 | $967,587 | +$3,653 | 2026-07-13 |
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| Q2 2026 | COF
CAPITAL ONE FINL CORP | United States | COM | 1,202 | 1,079 | -123 | $219,281 | $216,469 | -$2,812 | 2026-07-13 |
|---|
| Q2 2026 | LIN
LINDE PLC | United Kingdom | SHS | 1,348 | 1,288 | -60 | $668,372 | $668,514 | +$142 | 2026-07-13 |
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