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United Capital Financial Advisors’s Wipro WIT Stock Holding History

United Capital Financial Advisors’s Portfolio WIT Stock Details WIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Buy
136,932
+11,544
+9% +$24.6K ﹤0.01% 1351
2026
Q1 		$266K Buy
125,388
+26,329
+27% +$64.1K ﹤0.01% 1416
2025
Q4 		$281K Buy
99,059
+18,311
+23% +$50K ﹤0.01% 1197
2025
Q3 		$212K Buy
80,748
+2,915
+4% +$8.2K ﹤0.01% 1138
2025
Q2 		$235K Sell
77,833
-7,006
-8% -$20.4K ﹤0.01% 998
2025
Q1 		$260K Sell
84,839
-2,265
-3% -$7.72K ﹤0.01% 934
2024
Q4 		$308K Sell
87,104
-4,938
-5% -$16.9K ﹤0.01% 872
2024
Q3 		$298K Buy
92,042
+9,318
+11% +$29.2K ﹤0.01% 875
2024
Q2 		$252K Buy
82,724
+1,434
+2% +$3.95K ﹤0.01% 907
2024
Q1 		$234K Buy
81,290
+1,106
+1% +$3.26K ﹤0.01% 964
2023
Q4 		$223K Buy
+80,184
New +$195K ﹤0.01% 969
2022
Q1 		– Sell
-59,648
Closed -$291K – 1235
2021
Q4 		$291K Sell
59,648
-6,762
-10% -$30.7K ﹤0.01% 1036
2021
Q3 		$293K Buy
66,410
+19,382
+41% +$84.8K ﹤0.01% 1021
2021
Q2 		$184K Sell
47,028
-8,052
-15% -$30K ﹤0.01% 1181
2021
Q1 		$175K Sell
55,080
-477,274
-90% -$1.53M ﹤0.01% 1141
2020
Q4 		$1.5M Sell
532,354
-137,638
-21% -$355K 0.01% 571
2020
Q3 		$1.57M Buy
+669,992
New +$1.4M 0.01% 559

Other funds holding WIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

United Capital Financial Advisors increased its Wipro (WIT) stake by 9.2% in Q2 2026, buying an estimated $24.6K and bringing the position to 136,932 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

United Capital Financial Advisors first reported a position in WIT in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.57M in Q3 2020. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • United Capital Financial Advisors held 136,932 shares of Wipro worth $308K as of Q2 2026.
  • United Capital Financial Advisors bought 11,544 Wipro shares in Q2 2026, an estimated $24.6K.
  • Wipro made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1351 holding.
  • United Capital Financial Advisors first reported a position in Wipro in Q3 2020 and has held it in 17 quarters since.
  • United Capital Financial Advisors's Wipro position peaked at $1.57M in Q3 2020.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

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