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United Capital Financial Advisors’s Bath & Body Works BBWI Stock Holding History

United Capital Financial Advisors’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Buy
11,687
+319
+3% +$6.1K ﹤0.01% 1406
2026
Q1 		$212K Buy
+11,368
New +$246K ﹤0.01% 1532
2025
Q4 		– Sell
-10,198
Closed -$263K – 1372
2025
Q3 		$263K Buy
+10,198
New +$302K ﹤0.01% 1065
2020
Q3 		– Sell
-77,953
Closed -$943K – 1161
2020
Q2 		$943K Buy
77,953
+14,699
+23% +$164K 0.01% 679
2020
Q1 		$591K Buy
63,254
+11,006
+21% +$175K ﹤0.01% 765
2019
Q4 		$765K Buy
52,248
+16,022
+44% +$231K ﹤0.01% 870
2019
Q3 		$574K Buy
36,226
+3,254
+10% +$57.4K ﹤0.01% 911
2019
Q2 		$696K Buy
32,972
+1,542
+5% +$30.5K ﹤0.01% 927
2019
Q1 		$701K Buy
+31,430
New +$691K ﹤0.01% 880
2016
Q3 		– Sell
-4,097
Closed -$222K – 1260
2016
Q2 		$222K Buy
+4,097
New +$240K ﹤0.01% 1144
2015
Q4 		– Sell
-9,484
Closed -$691K – 1213
2015
Q3 		$691K Buy
9,484
+492
+5% +$34K 0.01% 801
2015
Q2 		$623K Buy
8,992
+661
+8% +$47.4K 0.01% 845
2015
Q1 		$602K Sell
8,331
-1,654
-17% -$119K 0.01% 837
2014
Q4 		$699K Sell
9,985
-236
-2% -$14.6K 0.01% 726
2014
Q3 		$553K Buy
+10,221
New +$514K 0.01% 762
2014
Q2 		– Sell
-8,708
Closed -$400K – 798
2014
Q1 		$400K Buy
+8,708
New +$394K 0.01% 693

Other funds holding BBWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

United Capital Financial Advisors's BBWI Position: Q2 2026 in Review

United Capital Financial Advisors increased its Bath & Body Works (BBWI) stake by 2.8% in Q2 2026, buying an estimated $6.1K and bringing the position to 11,687 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

United Capital Financial Advisors first reported a position in BBWI in Q1 2014 and has held it in 16 quarters since. The position peaked at $943K in Q2 2020. 468 funds tracked by Wall St. Rank hold BBWI as of Q2 2026.

  • United Capital Financial Advisors held 11,687 shares of Bath & Body Works worth $270K as of Q2 2026.
  • United Capital Financial Advisors bought 319 Bath & Body Works shares in Q2 2026, an estimated $6.1K.
  • Bath & Body Works made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1406 holding.
  • United Capital Financial Advisors first reported a position in Bath & Body Works in Q1 2014 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Bath & Body Works position peaked at $943K in Q2 2020.
  • 468 funds tracked by Wall St. Rank held Bath & Body Works as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.