Position in BBY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$775,190
-$5,235,406 QoQ
Shares Held
10,216
-89.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#423
of 864 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,187,240 across 10 Specialty Retail names. BBY ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
61,023 | $1,928,937 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
2,878 | $1,297,920 | |
| 3 | WSM |
Williams Sonoma Inc
|
3,769 | $878,553 | |
| 4 | BBY |
Best Buy Co Inc
This page
|
10,216 | $775,190 | |
| 5 | CASY |
Caseys General Stores Inc
|
689 | $547,610 | |
| 6 | FIVE |
Five Below, Inc
|
2,814 | $505,929 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
1,836 | $416,423 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
6,060 | $285,607 |
All Filings in BBY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,190 | 10,216 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $6,010,596 | 93,623 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,184,862 | 32,644 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $402,374 | 5,321 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $238,915 | 3,559 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $321,307 | 4,365 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $385,242 | 4,490 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $494,807 | 4,790 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $407,120 | 4,830 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $348,955 | 4,254 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $445,726 | 5,694 | Shares | Defined | 2024-02-14 | |
| 2020-03-31 | $415,017 | 7,281 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||