Position in MDB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,329,156
+$313,851 QoQ
Shares Held
3,957
-4.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#409
of 867 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB 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. MDB ranks #13 (0.3% 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 MDB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,329,156 | 3,957 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,015,305 | 4,148 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,581,811 | 3,769 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $479,226 | 1,544 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $310,365 | 1,478 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $296,601 | 1,691 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $457,471 | 1,965 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,468,811 | 5,433 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,367,531 | 5,471 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,720,754 | 4,798 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,189,391 | 5,355 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,519,935 | 7,286 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,467,234 | 3,570 | Shares | Defined | 2023-08-14 | |
| 2022-03-31 | $255,951 | 577 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $291,671 | 551 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $255,086 | 541 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $249,448 | 690 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $266,092 | 995 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $359,399 | 1,001 | Shares | Defined | 2021-02-17 | |
| 2020-06-30 | $489,347 | 2,162 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $249,048 | 1,824 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||