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United Capital Financial Advisors’s IRIDEX IRIX Stock Holding History

United Capital Financial Advisors’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7K Sell
35,529
-22,000
-38% -$23.6K ﹤0.01% 1614
2026
Q1 		$58.1K Sell
57,529
-8,000
-12% -$10.9K ﹤0.01% 1619
2025
Q4 		$74.7K Buy
+65,529
New +$67.5K ﹤0.01% 1356

Other funds holding IRIX

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $118M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

United Capital Financial Advisors reduced its IRIDEX (IRIX) stake by 38% in Q2 2026, selling an estimated $23.6K and leaving 35,529 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

United Capital Financial Advisors first reported a position in IRIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.7K in Q4 2025. 29 funds tracked by Wall St. Rank hold IRIX as of Q2 2026.

  • United Capital Financial Advisors held 35,529 shares of IRIDEX worth $40.7K as of Q2 2026.
  • United Capital Financial Advisors sold 22,000 IRIDEX shares in Q2 2026, an estimated $23.6K.
  • IRIDEX made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1614 holding.
  • United Capital Financial Advisors first reported a position in IRIDEX in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's IRIDEX position peaked at $74.7K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held IRIDEX as of Q2 2026.

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