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United Advisor Group’s Eos Energy Enterprises EOSE Stock Holding History

United Advisor Group’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$50.7K Buy
+16,550
New +$64.4K ﹤0.01% 564

Other funds holding EOSE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Crystal Cove Asset Management
Crystal Cove Asset Management Newport Beach, California $66.8M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

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

United Advisor Group opened a new position in Eos Energy Enterprises (EOSE) in Q3 2026: 16,550 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

242 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • United Advisor Group held 16,550 shares of Eos Energy Enterprises worth $50.7K as of Q3 2026.
  • Eos Energy Enterprises was a new United Advisor Group position in Q3 2026.
  • Eos Energy Enterprises made up ﹤0.01% of United Advisor Group's portfolio in Q3 2026, its #564 holding.
  • 242 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

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