Position in FLS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$467,059
-$40,821 QoQ
Shares Held
6,298
-8.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#336
of 583 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FLS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. FLS ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
|
5,379 | $3,836,356 |
All Filings in FLS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,059 | 6,298 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $507,880 | 6,909 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $410,868 | 5,922 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $426,926 | 8,034 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||