UNITED CAPITAL FINANCIAL ADVISORS, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, UNITED CAPITAL FINANCIAL ADVISORS, LLC opened 2,439 positions, added to 5,044, reduced 5,027 and sold out of 1,847.
- Q2 2026: Stock HONA; Country of operation United States; Class COM A; Shares before 0.
- Q2 2026: Stock HON; Country of operation United States; Class COM A; Shares before 0.
- Q2 2026: Stock TRI; Country of operation Canada; Class COM A; Shares before 0.
- Q2 2026: Stock AZN; Country of operation —; Class ORD; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1463217), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-11); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-20); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). 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 2009-03-31. 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 | HONA
HONEYWELL AEROSPACE INC | United States | COM A | 0 | 86,000 | +86,000 | $0 | $19,012,957 | +$19,012,957 | 2026-08-17 |
|---|
| Q2 2026 | HON
HONEYWELL INTL INC | United States | COM A | 0 | 84,743 | +84,743 | $0 | $18,974,056 | +$18,974,056 | 2026-08-17 |
|---|
| Q2 2026 | TRI
THOMSON REUTERS CORP | Canada | COM A | 0 | 73,694 | +73,694 | $0 | $6,018,579 | +$6,018,579 | 2026-08-17 |
|---|
| Q2 2026 | AZN
ASTRAZENECA PLC | | ORD | 0 | 16,476 | +16,476 | $0 | $3,124,243 | +$3,124,243 | 2026-08-17 |
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| Q2 2026 | DD
DUPONT DE NEMOURS INC | United States | COMMON STOCK A | 0 | 12,859 | +12,859 | $0 | $1,744,240 | +$1,744,240 | 2026-08-17 |
|---|
| Q2 2026 | ALAB
ASTERA LABS INC | United States | COM | 0 | 2,893 | +2,893 | $0 | $1,397,377 | +$1,397,377 | 2026-08-17 |
|---|
| Q2 2026 | CCL
CARNIVAL CORP LTD | United States | COMMON SHARES A | 0 | 34,492 | +34,492 | $0 | $985,448 | +$985,448 | 2026-08-17 |
|---|
| Q2 2026 | ZSQR
Z SQUARED INC | United States | COM NEW A | 0 | 86,062 | +86,062 | $0 | $910,536 | +$910,536 | 2026-08-17 |
|---|
| Q2 2026 | KWY
KINGSWAY CORP | | COM NEW | 0 | 82,832 | +82,832 | $0 | $863,109 | +$863,109 | 2026-08-17 |
|---|
| Q2 2026 | CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 0 | 2,800 | +2,800 | $0 | $761,460 | +$761,460 | 2026-08-17 |
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| Q2 2026 | PNFP
PINNACLE FINL PARTNERS INC | United States | COM | 0 | 7,480 | +7,480 | $0 | $754,600 | +$754,600 | 2026-08-17 |
|---|
| Q2 2026 | WMS
ADVANCED DRAIN SYS INC DEL | United States | COM | 0 | 4,510 | +4,510 | $0 | $707,814 | +$707,814 | 2026-08-17 |
|---|
| Q2 2026 | FDXF
FEDEX FGHT HLDG CO INC | United States | COMMON STOCK A | 0 | 4,460 | +4,460 | $0 | $673,440 | +$673,440 | 2026-08-17 |
|---|
| Q2 2026 | NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 0 | 2,280 | +2,280 | $0 | $629,668 | +$629,668 | 2026-08-17 |
|---|
| Q2 2026 | CUZ
COUSINS PPTYS INC | United States | COM NEW | 0 | 19,616 | +19,616 | $0 | $588,102 | +$588,102 | 2026-08-17 |
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| Q2 2026 | CBL
CBL & ASSOC PPTYS INC | United States | COMMON STOCK | 0 | 10,155 | +10,155 | $0 | $539,129 | +$539,129 | 2026-08-17 |
|---|
| Q2 2026 | SARO
STANDARDAERO INC | United States | COM | 0 | 16,032 | +16,032 | $0 | $479,517 | +$479,517 | 2026-08-17 |
|---|
| Q2 2026 | AMCR
AMCOR PLC | | COM NEW | 0 | 10,946 | +10,946 | $0 | $474,509 | +$474,509 | 2026-08-17 |
|---|
| Q2 2026 | GEF
GREIF INC | United States | CL A | 0 | 5,360 | +5,360 | $0 | $399,266 | +$399,266 | 2026-08-17 |
|---|
| Q2 2026 | KRC
KILROY REALTY CORP | United States | COM | 0 | 10,629 | +10,629 | $0 | $398,269 | +$398,269 | 2026-08-17 |
|---|
| Q2 2026 | HONZZZZ
HONEYWELL INTL INC | | COM D | 0 | 1,725 | +1,725 | $0 | $386,228 | +$386,228 | 2026-08-17 |
|---|
| Q2 2026 | QLYS
QUALYS INC | United States | COM | 0 | 2,575 | +2,575 | $0 | $354,037 | +$354,037 | 2026-08-17 |
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| Q2 2026 | TEAM
ATLASSIAN CORPORATION | | CL A | 0 | 4,316 | +4,316 | $0 | $335,742 | +$335,742 | 2026-08-17 |
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| Q2 2026 | MTRN
MATERION CORP | United States | COM | 0 | 1,102 | +1,102 | $0 | $327,770 | +$327,770 | 2026-08-17 |
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| Q2 2026 | PB
PROSPERITY BANCSHARES INC | United States | COM | 0 | 4,407 | +4,407 | $0 | $321,820 | +$321,820 | 2026-08-17 |
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| Q2 2026 | FHB
FIRST HAWAIIAN INC | United States | COM | 0 | 10,488 | +10,488 | $0 | $307,305 | +$307,305 | 2026-08-17 |
|---|
| Q2 2026 | SANM
SANMINA CORP | United States | COM | 0 | 1,204 | +1,204 | $0 | $304,708 | +$304,708 | 2026-08-17 |
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| Q2 2026 | SITM
SITIME CORP | United States | COM | 0 | 397 | +397 | $0 | $295,987 | +$295,987 | 2026-08-17 |
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| Q2 2026 | CUBE
CUBESMART | United States | COM | 0 | 7,328 | +7,328 | $0 | $291,435 | +$291,435 | 2026-08-17 |
|---|
| Q2 2026 | MAIR
MADISON AIR SOLUTIONS CORP | United States | COM SHS CL A A | 0 | 7,449 | +7,449 | $0 | $290,511 | +$290,511 | 2026-08-17 |
|---|
| Q2 2026 | KBH
KB HOME | United States | COM | 0 | 4,590 | +4,590 | $0 | $287,288 | +$287,288 | 2026-08-17 |
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| Q2 2026 | ECG
EVERUS CONSTR GROUP | United States | COM | 0 | 1,731 | +1,731 | $0 | $287,259 | +$287,259 | 2026-08-17 |
|---|
| Q2 2026 | FBNC
FIRST BANCORP N C | United States | COM | 0 | 4,493 | +4,493 | $0 | $287,237 | +$287,237 | 2026-08-17 |
|---|
| Q2 2026 | MOGA
MOOG INC | United States | CL A | 0 | 671 | +671 | $0 | $284,397 | +$284,397 | 2026-08-17 |
|---|
| Q2 2026 | QBTS
D-WAVE QUANTUM INC | United States | COM | 0 | 11,824 | +11,824 | $0 | $283,669 | +$283,669 | 2026-08-17 |
|---|
| Q2 2026 | CRBG
COREBRIDGE FINL INC | United States | COM | 0 | 9,857 | +9,857 | $0 | $282,206 | +$282,206 | 2026-08-17 |
|---|
| Q2 2026 | DCI
DONALDSON INC | United States | COM | 0 | 3,103 | +3,103 | $0 | $278,556 | +$278,556 | 2026-08-17 |
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| Q2 2026 | ST
SENSATA TECHNOLOGIES HLDG PL | | SHS | 0 | 5,679 | +5,679 | $0 | $271,115 | +$271,115 | 2026-08-17 |
|---|
| Q2 2026 | SEM
SELECT MED HLDGS CORP | United States | COM | 0 | 16,161 | +16,161 | $0 | $266,818 | +$266,818 | 2026-08-17 |
|---|
| Q2 2026 | HTB
HOMETRUST BANCSHARES INC | United States | COM | 0 | 5,268 | +5,268 | $0 | $262,821 | +$262,821 | 2026-08-17 |
|---|
| Q2 2026 | STEX
STREAMEX CORP | United States | COM | 0 | 307,029 | +307,029 | $0 | $261,067 | +$261,067 | 2026-08-17 |
|---|
| Q2 2026 | NBIX
NEUROCRINE BIOSCIENCES INC | United States | COM | 0 | 1,539 | +1,539 | $0 | $259,375 | +$259,375 | 2026-08-17 |
|---|
| Q2 2026 | IRDM
IRIDIUM COMMUNICATIONS INC | United States | COM | 0 | 4,682 | +4,682 | $0 | $256,807 | +$256,807 | 2026-08-17 |
|---|
| Q2 2026 | CNA
CNA FINL CORP | United States | COM | 0 | 5,240 | +5,240 | $0 | $254,716 | +$254,716 | 2026-08-17 |
|---|
| Q2 2026 | G
GENPACT LIMITED | | SHS | 0 | 9,223 | +9,223 | $0 | $253,633 | +$253,633 | 2026-08-17 |
|---|
| Q2 2026 | GH
GUARDANT HEALTH INC | United States | COM | 0 | 1,666 | +1,666 | $0 | $249,950 | +$249,950 | 2026-08-17 |
|---|
| Q2 2026 | GLOB
GLOBANT S A | Luxembourg | COM | 0 | 8,535 | +8,535 | $0 | $247,003 | +$247,003 | 2026-08-17 |
|---|
| Q2 2026 | FSBC
FIVE STAR BANCORP | United States | COM | 0 | 4,973 | +4,973 | $0 | $242,135 | +$242,135 | 2026-08-17 |
|---|
| Q2 2026 | YETI
YETI HLDGS INC | United States | COM | 0 | 4,834 | +4,834 | $0 | $239,548 | +$239,548 | 2026-08-17 |
|---|
| Q2 2026 | SMTC
SEMTECH CORP | United States | COM | 0 | 1,472 | +1,472 | $0 | $238,243 | +$238,243 | 2026-08-17 |
|---|
| Q2 2026 | ALGM
ALLEGRO MICROSYSTEMS INC | United States | COM | 0 | 3,414 | +3,414 | $0 | $237,683 | +$237,683 | 2026-08-17 |
|---|
| Q2 2026 | RHP
RYMAN HOSPITALITY PPTYS INC | United States | COM | 0 | 1,842 | +1,842 | $0 | $236,789 | +$236,789 | 2026-08-17 |
|---|
| Q2 2026 | MANH
MANHATTAN ASSOCIATES INC | United States | COM | 0 | 1,694 | +1,694 | $0 | $235,890 | +$235,890 | 2026-08-17 |
|---|
| Q2 2026 | MGA
MAGNA INTL INC | | COM | 0 | 3,499 | +3,499 | $0 | $229,757 | +$229,757 | 2026-08-17 |
|---|
| Q2 2026 | WHD
CACTUS INC | United States | CL A | 0 | 4,484 | +4,484 | $0 | $229,715 | +$229,715 | 2026-08-17 |
|---|
| Q2 2026 | TDC
TERADATA CORP DEL | United States | COM | 0 | 6,606 | +6,606 | $0 | $228,898 | +$228,898 | 2026-08-17 |
|---|
| Q2 2026 | SLF
SUN LIFE FINANCIAL INC. | | COM | 0 | 2,908 | +2,908 | $0 | $228,009 | +$228,009 | 2026-08-17 |
|---|
| Q2 2026 | CBC
CENTRAL BANCOMPANY | United States | COM CL A | 0 | 7,449 | +7,449 | $0 | $226,301 | +$226,301 | 2026-08-17 |
|---|
| Q2 2026 | FSTR
FOSTER L B CO | United States | COM | 0 | 5,000 | +5,000 | $0 | $225,850 | +$225,850 | 2026-08-17 |
|---|
| Q2 2026 | LSCC
LATTICE SEMICONDUCTOR CORP | United States | COM | 0 | 1,452 | +1,452 | $0 | $222,098 | +$222,098 | 2026-08-17 |
|---|
| Q2 2026 | PPLI
PEOPLE INC | United States | COM NEW | 0 | 4,802 | +4,802 | $0 | $221,671 | +$221,671 | 2026-08-17 |
|---|
| Q2 2026 | ZWS
ZURN ELKAY WATER SOLNS CORP | United States | COM | 0 | 4,368 | +4,368 | $0 | $220,715 | +$220,715 | 2026-08-17 |
|---|
| Q2 2026 | MAN
MANPOWERGROUP INC WIS | United States | COM | 0 | 6,502 | +6,502 | $0 | $219,573 | +$219,573 | 2026-08-17 |
|---|
| Q2 2026 | TPG
TPG INC | United States | COM CL A | 0 | 5,325 | +5,325 | $0 | $215,929 | +$215,929 | 2026-08-17 |
|---|
| Q2 2026 | SAIA
SAIA INC | United States | COM | 0 | 509 | +509 | $0 | $214,370 | +$214,370 | 2026-08-17 |
|---|
| Q2 2026 | ARMK
ARAMARK | United States | COM | 0 | 3,743 | +3,743 | $0 | $212,977 | +$212,977 | 2026-08-17 |
|---|
| Q2 2026 | ONON
ON HLDG AG | Switzerland | NAMEN AKT A | 0 | 5,943 | +5,943 | $0 | $210,501 | +$210,501 | 2026-08-17 |
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| Q2 2026 | JXN
JACKSON FINANCIAL INC | United States | COM CL A | 0 | 2,049 | +2,049 | $0 | $209,797 | +$209,797 | 2026-08-17 |
|---|
| Q2 2026 | UFPI
UFP INDUSTRIES INC | United States | COM | 0 | 2,276 | +2,276 | $0 | $206,524 | +$206,524 | 2026-08-17 |
|---|
| Q2 2026 | TTC
TORO CO | United States | COM | 0 | 2,104 | +2,104 | $0 | $204,972 | +$204,972 | 2026-08-17 |
|---|
| Q2 2026 | UCTT
ULTRA CLEAN HLDGS INC | United States | COM | 0 | 1,437 | +1,437 | $0 | $204,902 | +$204,902 | 2026-08-17 |
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| Q2 2026 | CGNX
COGNEX CORP | United States | COM | 0 | 2,819 | +2,819 | $0 | $204,152 | +$204,152 | 2026-08-17 |
|---|
| Q2 2026 | ETSY
ETSY INC | United States | COM | 0 | 2,683 | +2,683 | $0 | $202,129 | +$202,129 | 2026-08-17 |
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| Q2 2026 | FOUR
SHIFT4 PMTS INC | United States | CL A | 0 | 4,154 | +4,154 | $0 | $202,051 | +$202,051 | 2026-08-17 |
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| Q2 2026 | WULF
TERAWULF INC | United States | COM | 0 | 8,149 | +8,149 | $0 | $201,280 | +$201,280 | 2026-08-17 |
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| Q2 2026 | ARI
APOLLO COML REAL ESTATE FIN | United States | COM | 0 | 15,992 | +15,992 | $0 | $170,795 | +$170,795 | 2026-08-17 |
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| Q2 2026 | SMPL
SIMPLY GOOD FOODS CO | United States | COM | 0 | 12,771 | +12,771 | $0 | $169,599 | +$169,599 | 2026-08-17 |
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| Q2 2026 | PRGO
PERRIGO CO PLC | Ireland | SHS | 0 | 13,949 | +13,949 | $0 | $144,930 | +$144,930 | 2026-08-17 |
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| Q2 2026 | FBRT
FRANKLIN BSP RLTY TR INC | United States | COMMON STOCK | 0 | 16,156 | +16,156 | $0 | $131,510 | +$131,510 | 2026-08-17 |
|---|
| Q2 2026 | MAKO
MAKO MNG CORP | | COM NEW | 0 | 13,580 | +13,580 | $0 | $99,270 | +$99,270 | 2026-08-17 |
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| Q2 2026 | LILAK
LIBERTY LATIN AMERICA LTD | United States | COM CL C | 0 | 12,735 | +12,735 | $0 | $99,206 | +$99,206 | 2026-08-17 |
|---|
| Q2 2026 | BRSP
BRIGHTSPIRE CAPITAL INC | United States | COM CL A | 0 | 16,561 | +16,561 | $0 | $90,257 | +$90,257 | 2026-08-17 |
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| Q2 2026 | RNW
RENEW ENERGY GLOBAL PLC | | CL A SHS | 0 | 14,102 | +14,102 | $0 | $88,138 | +$88,138 | 2026-08-17 |
|---|
| Q2 2026 | NAVI
NAVIENT CORPORATION | United States | COM | 0 | 10,258 | +10,258 | $0 | $87,296 | +$87,296 | 2026-08-17 |
|---|
| Q2 2026 | UWMC
UWM HOLDINGS CORPORATION | United States | COM CL A | 0 | 24,024 | +24,024 | $0 | $55,015 | +$55,015 | 2026-08-17 |
|---|
| Q2 2026 | NOTVQ
INOTIV INC | United States | COM D | 0 | 10,000 | +10,000 | $0 | $103 | +$103 | 2026-08-17 |
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