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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
Q2 		$1.33M Sell
4,538
-120
-3% -$30.1K 0.01% 705
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Generac Holdings (GNRC) stake by 2.6% in Q2 2026, selling an estimated $30.1K and leaving 4,538 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #705.

United Capital Financial Advisors first reported a position in GNRC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.38M in Q2 2023. 1,002 funds tracked by Wall St. Rank hold GNRC as of Q2 2026.

  • United Capital Financial Advisors held 4,538 shares of Generac Holdings worth $1.33M as of Q2 2026.
  • United Capital Financial Advisors sold 120 Generac Holdings shares in Q2 2026, an estimated $30.1K.
  • Generac Holdings made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #705 holding.
  • United Capital Financial Advisors first reported a position in Generac Holdings in Q4 2022 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Generac Holdings position peaked at $3.38M in Q2 2023.
  • 1,002 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2026.

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