United Advisor Group’s MidCap Financial Investment MFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Sell	264,846 -5,206	-2%	-$57.2K	0.28%	97
2026 Q1	$3.04M	Buy	270,052 +14,334	+6%	+$158K	0.37%	67
2025 Q4	$2.93M	Sell	255,718 -15,098	-6%	-$179K	0.36%	70
2025 Q3	$3.25M	Buy	270,816 +13,964	+5%	+$178K	0.44%	58
2025 Q2	$3.24M	Buy	256,852 +610	+0.2%	+$7.48K	0.56%	43
2025 Q1	$3.3M	Buy	256,242 +8,464	+3%	+$115K	0.68%	36
2024 Q4	$3.34M	Buy	247,778 +4,547	+2%	+$61.7K	0.66%	35
2024 Q3	$3.26M	Buy	243,231 +47,556	+24%	+$672K	0.74%	32
2024 Q2	$2.96M	Buy	195,675 +8,794	+5%	+$135K	0.92%	25
2024 Q1	$2.81M	Buy	+186,881	New	+$2.65M	1.06%	23

Other funds holding MFIC

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NCM

Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Advisor Group's MFIC Position: Q2 2026 in Review

United Advisor Group reduced its MidCap Financial Investment (MFIC) stake by 1.9% in Q2 2026, selling an estimated $57.2K and leaving 264,846 shares worth $2.67M. The position accounts for 0.28% of the portfolio, ranked #97.

United Advisor Group first reported a position in MFIC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.34M in Q4 2024. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

United Advisor Group held 264,846 shares of MidCap Financial Investment worth $2.67M as of Q2 2026.
United Advisor Group sold 5,206 MidCap Financial Investment shares in Q2 2026, an estimated $57.2K.
MidCap Financial Investment made up 0.28% of United Advisor Group's portfolio in Q2 2026, its #97 holding.
United Advisor Group first reported a position in MidCap Financial Investment in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's MidCap Financial Investment position peaked at $3.34M in Q4 2024.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.