Position in DBX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$229,290
-$915 QoQ
Shares Held
10,092
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DBX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $423,180,811 across 33 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
779,208 | $290,660,168 | |
| 2 | ORCL |
Oracle Corp
|
222,959 | $32,674,641 | |
| 3 | PANW |
Palo Alto Networks Inc
|
95,488 | $32,563,317 | |
| 4 | FFIV |
F5, Inc.
|
47,670 | $19,828,813 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
74,184 | $14,153,194 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
70,548 | $8,230,835 | |
| 7 | FTNT |
Fortinet, Inc.
|
21,470 | $3,298,221 | |
| 8 | NET |
Cloudflare, Inc.
|
13,130 | $3,220,526 |
All Filings in DBX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,290 | 10,092 | Shares | Defined | 2026-05-15 | |
| 2024-06-30 | $230,205 | 10,245 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $298,622 | 12,289 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $362,043 | 12,281 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $272,300 | 10,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $266,700 | 10,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $270,617 | 12,517 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $229,439 | 10,252 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||