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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
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

PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
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
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 40.91% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

United Capital Financial Advisors reduced its IRIDEX (IRIX) stake by 12% in Q1 2026, selling an estimated $10.9K and leaving 57,529 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

United Capital Financial Advisors first reported a position in IRIX in Q4 2025 and has held it in 2 quarters since. The position peaked at $74.7K in Q4 2025. 25 funds tracked by Wall St. Rank hold IRIX as of Q1 2026.

  • United Capital Financial Advisors held 57,529 shares of IRIDEX worth $58.1K as of Q1 2026.
  • United Capital Financial Advisors sold 8,000 IRIDEX shares in Q1 2026, an estimated $10.9K.
  • IRIDEX made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1619 holding.
  • United Capital Financial Advisors first reported a position in IRIDEX in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's IRIDEX position peaked at $74.7K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held IRIDEX as of Q1 2026.

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