United Advisor Group’s Bristol-Myers Squibb BMY Stock Holding History

United Advisor Group’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.17M	Sell	18,796 -9,428	-33%	-$596K	0.11%	197
2026 Q2	$1.63M	Buy	28,224 +677	+2%	+$38.9K	0.17%	152
2026 Q1	$1.67M	Buy	27,547 +554	+2%	+$32.3K	0.21%	121
2025 Q4	$1.46M	Buy	26,993 +7,373	+38%	+$355K	0.18%	136
2025 Q3	$885K	Buy	19,620 +6,479	+49%	+$303K	0.12%	181
2025 Q2	$608K	Buy	13,141 +35	+0.3%	+$1.72K	0.11%	193
2025 Q1	$799K	Sell	13,106 -7,285	-36%	-$425K	0.16%	135
2024 Q4	$1.15M	Sell	20,391 -1,003	-5%	-$56K	0.23%	108
2024 Q3	$1.11M	Buy	21,394 +11,307	+112%	+$530K	0.25%	96
2024 Q2	$419K	Buy	10,087 +188	+2%	+$8.41K	0.13%	156
2024 Q1	$537K	Buy	+9,899	New	+$504K	0.2%	109

Other funds holding BMY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

United Advisor Group's BMY Position: Q3 2026 in Review

United Advisor Group reduced its Bristol-Myers Squibb (BMY) stake by 33% in Q3 2026, selling an estimated $596K and leaving 18,796 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #197.

United Advisor Group first reported a position in BMY in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.67M in Q1 2026. 1,520 funds tracked by Wall St. Rank hold BMY as of Q3 2026.

United Advisor Group held 18,796 shares of Bristol-Myers Squibb worth $1.17M as of Q3 2026.
United Advisor Group sold 9,428 Bristol-Myers Squibb shares in Q3 2026, an estimated $596K.
Bristol-Myers Squibb made up 0.11% of United Advisor Group's portfolio in Q3 2026, its #197 holding.
United Advisor Group first reported a position in Bristol-Myers Squibb in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's Bristol-Myers Squibb position peaked at $1.67M in Q1 2026.
1,520 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.