Position in IOT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$276,238
-$136,143 QoQ
Shares Held
8,518
-34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 542 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT 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. IOT ranks #28 (0.1% of the industry book) .
| # | 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 IOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,238 | 8,518 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $412,381 | 13,013 | Shares | Defined | 2026-05-15 | |
| 2025-03-31 | $312,504 | 8,153 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||