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United Capital Financial Advisors’s Brunswick BC Stock Holding History

United Capital Financial Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
3,500
-538
-13% -$43.1K ﹤0.01% 1372
2026
Q1 		$294K Buy
4,038
+1,226
+44% +$98.9K ﹤0.01% 1355
2025
Q4 		$209K Buy
+2,812
New +$191K ﹤0.01% 1313
2020
Q3 		– Sell
-11,500
Closed -$736K – 1162
2020
Q2 		$736K Sell
11,500
-33,826
-75% -$1.69M 0.01% 746
2020
Q1 		$1.6M Buy
45,326
+1,025
+2% +$54.4K 0.01% 542
2019
Q4 		$2.66M Sell
44,301
-1,452
-3% -$84K 0.02% 544
2019
Q3 		$2.38M Buy
45,753
+2,350
+5% +$112K 0.02% 557
2019
Q2 		$1.99M Buy
43,403
+3,759
+9% +$182K 0.01% 626
2019
Q1 		$2M Sell
39,644
-1,922
-5% -$96.9K 0.01% 589
2018
Q4 		$1.93M Sell
41,566
-3,718
-8% -$199K 0.02% 570
2018
Q3 		$3.04M Buy
45,284
+1,470
+3% +$97.3K 0.02% 523
2018
Q2 		$2.83M Buy
43,814
+34,985
+396% +$2.18M 0.02% 518
2018
Q1 		$524K Buy
8,829
+497
+6% +$29.4K ﹤0.01% 944
2017
Q4 		$460K Buy
8,332
+418
+5% +$22.7K ﹤0.01% 983
2017
Q3 		$443K Buy
7,914
+926
+13% +$52K ﹤0.01% 999
2017
Q2 		$438K Buy
+6,988
New +$407K ﹤0.01% 962

Other funds holding BC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Brunswick (BC) stake by 13% in Q2 2026, selling an estimated $43.1K and leaving 3,500 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

United Capital Financial Advisors first reported a position in BC in Q2 2017 and has held it in 16 quarters since. The position peaked at $3.04M in Q3 2018. 471 funds tracked by Wall St. Rank hold BC as of Q2 2026.

  • United Capital Financial Advisors held 3,500 shares of Brunswick worth $295K as of Q2 2026.
  • United Capital Financial Advisors sold 538 Brunswick shares in Q2 2026, an estimated $43.1K.
  • Brunswick made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1372 holding.
  • United Capital Financial Advisors first reported a position in Brunswick in Q2 2017 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Brunswick position peaked at $3.04M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Brunswick as of Q2 2026.

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