UCFA
AMTM

United Capital Financial Advisors’s Amentum Holdings AMTM Stock Holding History

United Capital Financial Advisors’s Portfolio AMTM Stock Details AMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,952
Closed -$202K – 1675
2025
Q4 		$202K Buy
+6,952
New +$178K ﹤0.01% 1329
2025
Q3 		– Sell
-11,228
Closed -$265K – 1231
2025
Q2 		$265K Buy
+11,228
New +$235K ﹤0.01% 965
2025
Q1 		– Sell
-102,313
Closed -$2.15M – 1119
2024
Q4 		$2.15M Sell
102,313
-28,247
-22% -$730K 0.02% 405
2024
Q3 		$4.21M Buy
+130,560
New +$3.72M 0.03% 291

Other funds holding AMTM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

United Capital Financial Advisors's AMTM Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Amentum Holdings (AMTM) in Q1 2026, closing a stake of 6,952 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in AMTM in Q3 2024 and held it in 4 quarters. The position peaked at $4.21M in Q3 2024. 486 funds tracked by Wall St. Rank hold AMTM as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Amentum Holdings position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,952 Amentum Holdings shares in Q1 2026, an estimated $202K.
  • United Capital Financial Advisors first reported a position in Amentum Holdings in Q3 2024 and held it in 4 quarters.
  • United Capital Financial Advisors's Amentum Holdings position peaked at $4.21M in Q3 2024.
  • 486 funds tracked by Wall St. Rank held Amentum Holdings as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.