United Capital Financial Advisors’s VanEck Biotech ETF BBH Stock Holding History

United Capital Financial Advisors’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$474K	Hold	2,522	–	–	﹤0.01%	1094
2025 Q4	$477K	Buy	+2,522	New	+$467K	﹤0.01%	981
2015 Q4	–	Sell	-5,715	Closed	-$653K	–	1212
2015 Q3	$653K	Sell	5,715 -54,992	-91%	-$7.28M	0.01%	819
2015 Q2	$8.19M	Buy	60,707 +15,654	+35%	+$2.08M	0.09%	252
2015 Q1	$5.63M	Buy	45,053 +10,185	+29%	+$1.28M	0.07%	309
2014 Q4	$4.02M	Buy	34,868 +29,358	+533%	+$3.31M	0.06%	293
2014 Q3	$583K	Buy	+5,510	New	+$558K	0.01%	750
2014 Q2	–	Sell	-4,790	Closed	-$436K	–	797
2014 Q1	$436K	Buy	+4,790	New	+$466K	0.01%	663

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

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

United Capital Financial Advisors held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 2,522 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

United Capital Financial Advisors first reported a position in BBH in Q1 2014 and has held it in 8 quarters since. The position peaked at $8.19M in Q2 2015. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

United Capital Financial Advisors held 2,522 shares of VanEck Biotech ETF worth $474K as of Q1 2026.
United Capital Financial Advisors left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1094 holding.
United Capital Financial Advisors first reported a position in VanEck Biotech ETF in Q1 2014 and has held it in 8 quarters since.
United Capital Financial Advisors's VanEck Biotech ETF position peaked at $8.19M in Q2 2015.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

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