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United Capital Financial Advisors’s Best Buy BBY Stock Holding History

United Capital Financial Advisors’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$775K Sell
10,216
-83,407
-89% -$5.54M ﹤0.01% 913
2026
Q1 		$6.01M Buy
93,623
+60,979
+187% +$4M 0.04% 325
2025
Q4 		$2.18M Buy
32,644
+27,323
+513% +$2.08M 0.01% 519
2025
Q3 		$402K Buy
5,321
+1,762
+50% +$126K ﹤0.01% 933
2025
Q2 		$239K Sell
3,559
-806
-18% -$54.8K ﹤0.01% 990
2025
Q1 		$321K Sell
4,365
-125
-3% -$10.3K ﹤0.01% 871
2024
Q4 		$385K Sell
4,490
-300
-6% -$27.4K ﹤0.01% 806
2024
Q3 		$495K Sell
4,790
-40
-0.8% -$3.6K ﹤0.01% 731
2024
Q2 		$407K Buy
4,830
+576
+14% +$45.7K ﹤0.01% 762
2024
Q1 		$349K Sell
4,254
-1,440
-25% -$110K ﹤0.01% 835
2023
Q4 		$446K Buy
+5,694
New +$401K ﹤0.01% 753
2020
Q2 		– Sell
-7,281
Closed -$415K – 1191
2020
Q1 		$415K Sell
7,281
-2,007
-22% -$159K ﹤0.01% 881
2019
Q4 		$815K Buy
9,288
+694
+8% +$53.1K 0.01% 844
2019
Q3 		$593K Sell
8,594
-4,404
-34% -$307K ﹤0.01% 903
2019
Q2 		$906K Sell
12,998
-153,027
-92% -$10.7M 0.01% 849
2019
Q1 		$11.8M Buy
166,025
+154,249
+1,310% +$9.61M 0.08% 264
2018
Q4 		$624K Sell
11,776
-1,424
-11% -$93K 0.01% 843
2018
Q3 		$1.05M Buy
13,200
+7,083
+116% +$549K 0.01% 767
2018
Q2 		$456K Sell
6,117
-96
-2% -$7.1K ﹤0.01% 961
2018
Q1 		$435K Buy
6,213
+442
+8% +$31.8K ﹤0.01% 990
2017
Q4 		$395K Buy
5,771
+386
+7% +$22.8K ﹤0.01% 1031
2017
Q3 		$307K Buy
5,385
+1,812
+51% +$104K ﹤0.01% 1107
2017
Q2 		$205K Buy
+3,573
New +$191K ﹤0.01% 1200
2016
Q3 		– Sell
-18,476
Closed -$573K – 1261
2016
Q2 		$573K Buy
+18,476
New +$581K 0.01% 876
2016
Q1 		– Sell
-78,273
Closed -$2.38M – 1218
2015
Q4 		$2.38M Buy
+78,273
New +$2.59M 0.03% 515

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Best Buy (BBY) stake by 89% in Q2 2026, selling an estimated $5.54M and leaving 10,216 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

United Capital Financial Advisors first reported a position in BBY in Q4 2015 and has held it in 25 quarters since. The position peaked at $11.8M in Q1 2019. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • United Capital Financial Advisors held 10,216 shares of Best Buy worth $775K as of Q2 2026.
  • United Capital Financial Advisors sold 83,407 Best Buy shares in Q2 2026, an estimated $5.54M.
  • Best Buy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #913 holding.
  • United Capital Financial Advisors first reported a position in Best Buy in Q4 2015 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Best Buy position peaked at $11.8M in Q1 2019.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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