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United Capital Financial Advisors’s BellRing Brands BRBR Stock Holding History

United Capital Financial Advisors’s Portfolio BRBR Stock Details BRBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
19,846
+2,081
+12% +$25.1K ﹤0.01% 1433
2026
Q1 		$286K Buy
17,765
+3,396
+24% +$68.8K ﹤0.01% 1375
2025
Q4 		$384K Buy
14,369
+2,228
+18% +$69.1K ﹤0.01% 1074
2025
Q3 		$441K Buy
12,141
+6
+0% +$271 ﹤0.01% 895
2025
Q2 		$703K Sell
12,135
-35
-0.3% -$2.33K 0.01% 690
2025
Q1 		$906K Sell
12,170
-4
-0% -$294 0.01% 590
2024
Q4 		$917K Sell
12,174
-29
-0.2% -$2.06K 0.01% 570
2024
Q3 		$741K Sell
12,203
-113
-0.9% -$6.27K 0.01% 615
2024
Q2 		$704K Sell
12,316
-229
-2% -$13.1K 0.01% 620
2024
Q1 		$741K Sell
12,545
-69
-0.5% -$3.93K 0.01% 639
2023
Q4 		$699K Buy
12,614
+1,798
+17% +$86.7K 0.01% 642
2023
Q3 		$446K Sell
10,816
-58
-0.5% -$2.22K ﹤0.01% 655
2023
Q2 		$398K Buy
10,874
+2,773
+34% +$99.4K ﹤0.01% 719
2023
Q1 		$275K Buy
+8,101
New +$239K ﹤0.01% 844

Other funds holding BRBR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

United Capital Financial Advisors increased its BellRing Brands (BRBR) stake by 12% in Q2 2026, buying an estimated $25.1K and bringing the position to 19,846 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

United Capital Financial Advisors first reported a position in BRBR in Q1 2023 and has held it in 14 quarters since. The position peaked at $917K in Q4 2024. 362 funds tracked by Wall St. Rank hold BRBR as of Q2 2026.

  • United Capital Financial Advisors held 19,846 shares of BellRing Brands worth $257K as of Q2 2026.
  • United Capital Financial Advisors bought 2,081 BellRing Brands shares in Q2 2026, an estimated $25.1K.
  • BellRing Brands made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1433 holding.
  • United Capital Financial Advisors first reported a position in BellRing Brands in Q1 2023 and has held it in 14 quarters since.
  • United Capital Financial Advisors's BellRing Brands position peaked at $917K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held BellRing Brands as of Q2 2026.

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