Position in S
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$148,764
-$721,588 QoQ
Shares Held
11,550
-78.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in S 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 S
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,764 | 11,550 | Shares | Defined | 2026-05-15 | |
| 2023-03-31 | $870,352 | 53,200 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $2,268,482 | 155,482 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $4,000,600 | 156,518 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,041,532 | 130,370 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,509,792 | 168,038 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,083,600 | 160,103 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||