Position in IEX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$513,360
+$56,924 QoQ
Shares Held
2,262
-6.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 677 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IEX 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. IEX ranks #15 (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 IEX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,360 | 2,262 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $456,436 | 2,408 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $256,233 | 1,440 | Shares | Defined | 2026-02-17 | |
| 2023-06-30 | $269,505 | 1,252 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $293,408 | 1,270 | Shares | Defined | 2023-08-15 | |
| 2021-12-31 | $216,941 | 918 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $212,951 | 1,029 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $351,199 | 1,596 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $281,326 | 1,344 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $261,948 | 1,315 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||