Position in UI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$236,575
-$194,923 QoQ
Shares Held
443
-18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 353 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $101,725,931 across 10 Communication Equipment names. UI ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
745,008 | $87,508,639 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
15,975 | $6,634,257 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
46,269 | $2,087,194 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
2,197 | $1,885,157 | |
| 5 | CIEN |
Ciena Corp
|
2,173 | $1,065,986 | |
| 6 | NOK |
Nokia Corp
|
59,745 | $793,413 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
2,149 | $565,745 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
6,032 | $536,003 |
All Filings in UI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,575 | 443 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $431,498 | 546 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $225,766 | 408 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $315,096 | 477 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $201,708 | 490 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||