Managers / Q2 2021 · view latest →
United Asset Strategies, Inc.
CIK 0001539948 · 377 OAK STREET/STE 403, GARDEN CITY, NY, 11530 · 516-222-0021
Reported Value
$750M
Q2 2021
Positions
204
Filings on Record
31
2019–present window
Filed
Jul 19, 2021
original filing
Summary
United Asset Strategies, Inc. reported $750M in U.S.-listed holdings across 204 positions for Q2 2021.
Its largest position, XLK, represents 3.7% of the portfolio.
Compared with Q1 2021, the fund opened 19 new positions and exited 26.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 257 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 262 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 250 | Oct 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.2B | 239 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 234 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 231 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 237 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 226 | Aug 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.0B | 234 | Apr 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $890M | 236 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $774M | 230 | Nov 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $802M | 231 | Jul 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $758M | 225 | Apr 25, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $717.5B | 226 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $651M | 210 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $686M | 207 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $786M | 210 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $840M | 211 | Jan 31, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $776M | 207 | Oct 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $750M | 204 | Jul 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $690M | 216 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $636M | 201 | Feb 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $544M | 194 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $508M | 188 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $403M | 178 | May 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $515M | 199 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $457M | 180 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $435M | 190 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $426M | 200 | May 2, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $366M | 188 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.