UCFA
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United Capital Financial Advisors’s Equinor EQNR Stock Holding History

United Capital Financial Advisors’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$990K Buy
23,464
+266
+1% +$8.02K 0.01% 762
2025
Q4 		$548K Sell
23,198
-524
-2% -$12.4K ﹤0.01% 930
2025
Q3 		$578K Sell
23,722
-52
-0.2% -$1.3K ﹤0.01% 821
2025
Q2 		$598K Buy
23,774
+1,301
+6% +$31.5K ﹤0.01% 736
2025
Q1 		$594K Sell
22,473
-775
-3% -$18.8K 0.01% 696
2024
Q4 		$551K Sell
23,248
-27
-0.1% -$649 ﹤0.01% 708
2024
Q3 		$590K Sell
23,275
-833
-3% -$22K ﹤0.01% 688
2024
Q2 		$689K Buy
24,108
+1,136
+5% +$31.7K 0.01% 625
2024
Q1 		$621K Sell
22,972
-2,183
-9% -$59.8K 0.01% 682
2023
Q4 		$796K Buy
25,155
+10,686
+74% +$346K 0.01% 605
2023
Q3 		$474K Sell
14,469
-389
-3% -$12.1K ﹤0.01% 644
2023
Q2 		$434K Buy
14,858
+188
+1% +$5.36K ﹤0.01% 702
2023
Q1 		$417K Sell
14,670
-338
-2% -$10.2K ﹤0.01% 760
2022
Q4 		$537K Buy
15,008
+73
+0.5% +$2.62K ﹤0.01% 738
2022
Q3 		$494K Buy
14,935
+102
+0.7% +$3.68K ﹤0.01% 763
2022
Q2 		$516K Sell
14,833
-18
-0.1% -$643 ﹤0.01% 786
2022
Q1 		$557K Buy
14,851
+212
+1% +$6.59K ﹤0.01% 811
2021
Q4 		$385K Buy
14,639
+300
+2% +$7.92K ﹤0.01% 938
2021
Q3 		$366K Buy
14,339
+78
+0.5% +$1.67K ﹤0.01% 949
2021
Q2 		$302K Sell
14,261
-56
-0.4% -$1.18K ﹤0.01% 1020
2021
Q1 		$279K Sell
14,317
-329
-2% -$6.25K ﹤0.01% 1004
2020
Q4 		$240K Buy
14,646
+649
+5% +$9.81K ﹤0.01% 1073
2020
Q3 		$197K Sell
13,997
-99
-0.7% -$1.53K ﹤0.01% 1078
2020
Q2 		$204K Buy
14,096
+17
+0.1% +$239 ﹤0.01% 1100
2020
Q1 		$171K Sell
14,079
-10,150
-42% -$164K ﹤0.01% 1086
2019
Q4 		$482K Buy
24,229
+9,662
+66% +$183K ﹤0.01% 1005
2019
Q3 		$276K Sell
14,567
-13,657
-48% -$251K ﹤0.01% 1102
2019
Q2 		$558K Buy
28,224
+16,712
+145% +$353K ﹤0.01% 1012
2019
Q1 		$253K Sell
11,512
-447
-4% -$10.1K ﹤0.01% 1188
2018
Q4 		$253K Buy
11,959
+76
+0.6% +$1.86K ﹤0.01% 1121
2018
Q3 		$335K Buy
11,883
+1,832
+18% +$48.2K ﹤0.01% 1069
2018
Q2 		$265K Sell
10,051
-2,364
-19% -$61.5K ﹤0.01% 1131
2018
Q1 		$294K Buy
12,415
+2,058
+20% +$47.3K ﹤0.01% 1100
2017
Q4 		$222K Buy
10,357
+92
+0.9% +$1.88K ﹤0.01% 1209
2017
Q3 		$206K Sell
10,265
-422
-4% -$7.8K ﹤0.01% 1228
2017
Q2 		$177K Buy
+10,687
New +$183K ﹤0.01% 1222
2014
Q4 		– Sell
-43,906
Closed -$1.19M – 1159
2014
Q3 		$1.19M Buy
43,906
+343
+0.8% +$9.91K 0.02% 558
2014
Q2 		$1.34M Buy
+43,563
New +$1.31M 0.02% 497

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's EQNR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Equinor (EQNR) stake by 1.1% in Q1 2026, buying an estimated $8.02K and bringing the position to 23,464 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #762.

United Capital Financial Advisors first reported a position in EQNR in Q2 2014 and has held it in 38 quarters since. The position peaked at $1.34M in Q2 2014. 415 funds tracked by Wall St. Rank hold EQNR as of Q1 2026.

  • United Capital Financial Advisors held 23,464 shares of Equinor worth $990K as of Q1 2026.
  • United Capital Financial Advisors bought 266 Equinor shares in Q1 2026, an estimated $8.02K.
  • Equinor made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #762 holding.
  • United Capital Financial Advisors first reported a position in Equinor in Q2 2014 and has held it in 38 quarters since.
  • United Capital Financial Advisors's Equinor position peaked at $1.34M in Q2 2014.
  • 415 funds tracked by Wall St. Rank held Equinor as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.