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United Capital Financial Advisors’s Commercial Metals CMC Stock Holding History

United Capital Financial Advisors’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
3,447
-148
-4% -$10.4K ﹤0.01% 1518
2026
Q1 		$221K Sell
3,595
-401
-10% -$29K ﹤0.01% 1513
2025
Q4 		$277K Buy
+3,996
New +$250K ﹤0.01% 1204
2020
Q3 		– Sell
-30,295
Closed -$618K – 1167
2020
Q2 		$618K Sell
30,295
-8,173
-21% -$140K ﹤0.01% 796
2020
Q1 		$607K Sell
38,468
-9,755
-20% -$186K 0.01% 759
2019
Q4 		$1.07M Sell
48,223
-88,804
-65% -$1.8M 0.01% 749
2019
Q3 		$2.38M Buy
137,027
+949
+0.7% +$16.2K 0.02% 558
2019
Q2 		$2.43M Buy
136,078
+15,444
+13% +$253K 0.02% 563
2019
Q1 		$2.06M Sell
120,634
-4,214
-3% -$69.6K 0.01% 584
2018
Q4 		$2M Sell
124,848
-12,782
-9% -$238K 0.02% 565
2018
Q3 		$2.82M Buy
137,630
+4,552
+3% +$98K 0.02% 542
2018
Q2 		$2.81M Buy
133,078
+107,226
+415% +$2.39M 0.02% 520
2018
Q1 		$529K Buy
25,852
+777
+3% +$18.9K ﹤0.01% 942
2017
Q4 		$535K Sell
25,075
-237
-0.9% -$4.72K ﹤0.01% 942
2017
Q3 		$482K Buy
+25,312
New +$475K ﹤0.01% 969
2014
Q4 		– Sell
-54,229
Closed -$926K – 1152
2014
Q3 		$926K Buy
+54,229
New +$952K 0.02% 623

Other funds holding CMC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Commercial Metals (CMC) stake by 4.1% in Q2 2026, selling an estimated $10.4K and leaving 3,447 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

United Capital Financial Advisors first reported a position in CMC in Q3 2014 and has held it in 16 quarters since. The position peaked at $2.82M in Q3 2018. 522 funds tracked by Wall St. Rank hold CMC as of Q2 2026.

  • United Capital Financial Advisors held 3,447 shares of Commercial Metals worth $216K as of Q2 2026.
  • United Capital Financial Advisors sold 148 Commercial Metals shares in Q2 2026, an estimated $10.4K.
  • Commercial Metals made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1518 holding.
  • United Capital Financial Advisors first reported a position in Commercial Metals in Q3 2014 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Commercial Metals position peaked at $2.82M in Q3 2018.
  • 522 funds tracked by Wall St. Rank held Commercial Metals as of Q2 2026.

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