UCFA
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United Capital Financial Advisors’s General Dynamics GD Stock Holding History

United Capital Financial Advisors’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.1M Buy
87,586
+5,535
+7% +$1.96M 0.18% 109
2025
Q4 		$27.6M Buy
82,051
+3,053
+4% +$1.04M 0.17% 108
2025
Q3 		$26.9M Buy
78,998
+840
+1% +$265K 0.19% 101
2025
Q2 		$22.8M Sell
78,158
-1,050
-1% -$289K 0.18% 105
2025
Q1 		$21.6M Sell
79,208
-17,013
-18% -$4.42M 0.18% 106
2024
Q4 		$25.4M Sell
96,221
-7,915
-8% -$2.28M 0.21% 96
2024
Q3 		$31.5M Sell
104,136
-4,307
-4% -$1.27M 0.26% 82
2024
Q2 		$31.5M Sell
108,443
-7,074
-6% -$2.07M 0.27% 76
2024
Q1 		$32.6M Sell
115,517
-8,789
-7% -$2.35M 0.27% 81
2023
Q4 		$32.3M Sell
124,306
-75,104
-38% -$18.3M 0.27% 84
2023
Q3 		$44.1M Sell
199,410
-26,126
-12% -$5.78M 0.29% 73
2023
Q2 		$48.5M Buy
225,536
+2,705
+1% +$584K 0.26% 76
2023
Q1 		$50.9M Sell
222,831
-4,520
-2% -$1.04M 0.28% 73
2022
Q4 		$56.4M Sell
227,351
-11,747
-5% -$2.87M 0.32% 70
2022
Q3 		$50.7M Sell
239,098
-5,660
-2% -$1.28M 0.3% 71
2022
Q2 		$54.2M Sell
244,758
-18,449
-7% -$4.25M 0.3% 74
2022
Q1 		$63.5M Sell
263,207
-15,841
-6% -$3.52M 0.31% 69
2021
Q4 		$58.2M Buy
279,048
+4,687
+2% +$946K 0.27% 76
2021
Q3 		$53.8M Buy
274,361
+1,384
+0.5% +$271K 0.27% 75
2021
Q2 		$51.4M Buy
272,977
+4,464
+2% +$842K 0.26% 77
2021
Q1 		$48.8M Buy
268,513
+17,580
+7% +$2.87M 0.27% 81
2020
Q4 		$37.3M Buy
250,933
+4,151
+2% +$607K 0.23% 99
2020
Q3 		$34.2M Buy
246,782
+15,668
+7% +$2.31M 0.22% 103
2020
Q2 		$34.5M Buy
231,114
+43,058
+23% +$6.08M 0.25% 95
2020
Q1 		$24.9M Buy
188,056
+178,262
+1,820% +$29.6M 0.21% 105
2019
Q4 		$1.73M Buy
9,794
+1,681
+21% +$302K 0.01% 631
2019
Q3 		$1.48M Sell
8,113
-3,957
-33% -$735K 0.01% 644
2019
Q2 		$2.19M Buy
12,070
+403
+3% +$69.4K 0.01% 593
2019
Q1 		$1.98M Sell
11,667
-1,359
-10% -$229K 0.01% 591
2018
Q4 		$2.05M Sell
13,026
-3,136
-19% -$562K 0.02% 555
2018
Q3 		$3.31M Sell
16,162
-618
-4% -$121K 0.02% 502
2018
Q2 		$3.13M Sell
16,780
-904
-5% -$185K 0.02% 503
2018
Q1 		$3.91M Sell
17,684
-642
-4% -$140K 0.03% 453
2017
Q4 		$3.73M Buy
18,326
+3
+0% +$613 0.03% 461
2017
Q3 		$3.77M Sell
18,323
-1,383
-7% -$277K 0.03% 441
2017
Q2 		$3.9M Sell
19,706
-3,407
-15% -$667K 0.04% 428
2017
Q1 		$4.33M Sell
23,113
-4,690
-17% -$867K 0.04% 391
2016
Q4 		$4.8M Sell
27,803
-519
-2% -$84.9K 0.05% 377
2016
Q3 		$4.39M Buy
28,322
+3,044
+12% +$454K 0.04% 408
2016
Q2 		$3.51M Buy
25,278
+6,687
+36% +$932K 0.04% 436
2016
Q1 		$2.44M Sell
18,591
-1,539
-8% -$204K 0.03% 487
2015
Q4 		$2.77M Sell
20,130
-23,907
-54% -$3.42M 0.03% 477
2015
Q3 		$6.08M Sell
44,037
-2,671
-6% -$386K 0.07% 280
2015
Q2 		$6.62M Buy
46,708
+9,403
+25% +$1.31M 0.08% 292
2015
Q1 		$5.12M Buy
37,305
+27,893
+296% +$3.83M 0.06% 327
2014
Q4 		$1.29M Buy
9,412
+565
+6% +$76.9K 0.02% 585
2014
Q3 		$1.12M Buy
+8,847
New +$1.07M 0.02% 579
2014
Q2 		– Sell
-7,679
Closed -$836K – 851
2014
Q1 		$836K Buy
+7,679
New +$795K 0.02% 519
2013
Q4 		– Sell
-6,270
Closed -$549K – 689
2013
Q3 		$549K Sell
6,270
-600
-9% -$51K 0.02% 424
2013
Q2 		$538K Buy
+6,870
New +$511K 0.01% 495

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

United Capital Financial Advisors increased its General Dynamics (GD) stake by 6.7% in Q1 2026, buying an estimated $1.96M and bringing the position to 87,586 shares worth $30.1M. The position accounts for 0.18% of the portfolio, ranked #109.

United Capital Financial Advisors first reported a position in GD in Q2 2013 and has held it in 50 quarters since. The position peaked at $63.5M in Q1 2022. 2,208 funds tracked by Wall St. Rank hold GD as of Q1 2026.

  • United Capital Financial Advisors held 87,586 shares of General Dynamics worth $30.1M as of Q1 2026.
  • United Capital Financial Advisors bought 5,535 General Dynamics shares in Q1 2026, an estimated $1.96M.
  • General Dynamics made up 0.18% of United Capital Financial Advisors's portfolio in Q1 2026, its #109 holding.
  • United Capital Financial Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 50 quarters since.
  • United Capital Financial Advisors's General Dynamics position peaked at $63.5M in Q1 2022.
  • 2,208 funds tracked by Wall St. Rank held General Dynamics as of Q1 2026.

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