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United Capital Financial Advisors’s Pacific Biosciences PACB Stock Holding History

United Capital Financial Advisors’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-24,484
Closed -$44.8K – 1100
2024
Q4 		$44.8K Sell
24,484
-2,063
-8% -$4.03K ﹤0.01% 1052
2024
Q3 		$45.1K Buy
26,547
+2,577
+11% +$4.23K ﹤0.01% 1042
2024
Q2 		$32.8K Buy
+23,970
New +$48.4K ﹤0.01% 1020

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's PACB Position: Q1 2025 in Review

United Capital Financial Advisors sold out of Pacific Biosciences (PACB) in Q1 2025, closing a stake of 24,484 shares — an estimated $44.8K sold.

United Capital Financial Advisors first reported a position in PACB in Q2 2024 and held it in 3 quarters. The position peaked at $45.1K in Q3 2024. 225 funds tracked by Wall St. Rank hold PACB as of Q1 2025.

  • United Capital Financial Advisors reported no remaining Pacific Biosciences position as of Q1 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 24,484 Pacific Biosciences shares in Q1 2025, an estimated $44.8K.
  • United Capital Financial Advisors first reported a position in Pacific Biosciences in Q2 2024 and held it in 3 quarters.
  • United Capital Financial Advisors's Pacific Biosciences position peaked at $45.1K in Q3 2024.
  • 225 funds tracked by Wall St. Rank held Pacific Biosciences as of Q1 2025.

Based on United Capital Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.