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United Capital Financial Advisors’s Generac Holdings GNRC Stock Holding History

United Capital Financial Advisors’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$910K Buy
4,658
+1,182
+34% +$227K 0.01% 796
2025
Q4 		$474K Buy
3,476
+899
+35% +$145K ﹤0.01% 986
2025
Q3 		$431K Buy
2,577
+35
+1% +$6.13K ﹤0.01% 903
2025
Q2 		$364K Sell
2,542
-431
-14% -$52.6K ﹤0.01% 869
2025
Q1 		$377K Sell
2,973
-309
-9% -$44.3K ﹤0.01% 827
2024
Q4 		$509K Buy
3,282
+56
+2% +$9.67K ﹤0.01% 732
2024
Q3 		$513K Sell
3,226
-187
-5% -$27.7K ﹤0.01% 717
2024
Q2 		$451K Sell
3,413
-52
-2% -$7.19K ﹤0.01% 733
2024
Q1 		$437K Sell
3,465
-2,762
-44% -$324K ﹤0.01% 770
2023
Q4 		$805K Sell
6,227
-16,735
-73% -$1.84M 0.01% 598
2023
Q3 		$2.5M Buy
22,962
+288
+1% +$35.6K 0.02% 392
2023
Q2 		$3.38M Buy
22,674
+1,810
+9% +$206K 0.02% 366
2023
Q1 		$2.25M Buy
20,864
+6,071
+41% +$702K 0.01% 431
2022
Q4 		$1.49M Buy
+14,793
New +$1.67M 0.01% 539

Other funds holding GNRC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

United Capital Financial Advisors increased its Generac Holdings (GNRC) stake by 34% in Q1 2026, buying an estimated $227K and bringing the position to 4,658 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #796.

United Capital Financial Advisors first reported a position in GNRC in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.38M in Q2 2023. 866 funds tracked by Wall St. Rank hold GNRC as of Q1 2026.

  • United Capital Financial Advisors held 4,658 shares of Generac Holdings worth $910K as of Q1 2026.
  • United Capital Financial Advisors bought 1,182 Generac Holdings shares in Q1 2026, an estimated $227K.
  • Generac Holdings made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #796 holding.
  • United Capital Financial Advisors first reported a position in Generac Holdings in Q4 2022 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Generac Holdings position peaked at $3.38M in Q2 2023.
  • 866 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2026.

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