United Capital Financial Advisors’s Grayscale Ethereum Staking ETF Shares ETHE Stock Holding History

United Capital Financial Advisors’s Portfolio ETHE Stock Details ETHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$592K	Sell	34,701 -7,826	-18%	-$153K	﹤0.01%	981
2025 Q4	$1.04M	Buy	42,527 +8,132	+24%	+$231K	0.01%	726
2025 Q3	$1.18M	Buy	+34,395	New	+$1.11M	0.01%	596

Other funds holding ETHE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ROC

Robertson Opportunity Capital Dallas, Texas $260M AUM 20.69% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Grayscale Ethereum Staking ETF Shares (ETHE) stake by 18% in Q1 2026, selling an estimated $153K and leaving 34,701 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

United Capital Financial Advisors first reported a position in ETHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q3 2025. 261 funds tracked by Wall St. Rank hold ETHE as of Q1 2026.

United Capital Financial Advisors held 34,701 shares of Grayscale Ethereum Staking ETF Shares worth $592K as of Q1 2026.
United Capital Financial Advisors sold 7,826 Grayscale Ethereum Staking ETF Shares shares in Q1 2026, an estimated $153K.
Grayscale Ethereum Staking ETF Shares made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #981 holding.
United Capital Financial Advisors first reported a position in Grayscale Ethereum Staking ETF Shares in Q3 2025 and has held it in 3 quarters since.
United Capital Financial Advisors's Grayscale Ethereum Staking ETF Shares position peaked at $1.18M in Q3 2025.
261 funds tracked by Wall St. Rank held Grayscale Ethereum Staking ETF Shares as of Q1 2026.

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