United Asset Strategies Portfolio Changes: Q2 2026 Focus on Real Estate and Tech
This report details the significant buying activity in real estate trusts like CSGP and new positions added by United Asset Strategies, Inc. while highlighting exits from certain sectors such as Communication Services.
As of June 30th, 2026, United Asset Strategies, Inc.'s portfolio reflects notable shifts during the second quarter. The investment advisor demonstrated a clear focus on capitalizing on specific opportunities while strategically reducing exposure in other areas.
Technology remains a core holding for United Asset Strategies, evidenced by substantial increases in positions like AAPL (Apple Inc) and MSFT (Microsoft Corp). The portfolio saw a significant increase in its allocation to Technology, rising from 20.39% as of the previous quarter's end to approximately 24.24% today.
Simultaneously, United Asset Strategies significantly bolstered its position in Real Estate sector stocks during Q2. The addition of a new holding, CSGP (Costar Group Inc), with an initial purchase representing nearly 1 million shares or approximately $0.98% allocation, underscores this focus.
Furthermore, the advisor increased existing Real Estate holdings substantially. O (Realty Income Corp), already present in the portfolio, saw a significant boost with an increase of over 129 thousand shares or approximately $0.06% allocation.
On the exit side, United Asset Strategies reduced its exposure in certain sectors during Q2. The Communication Services sector experienced notable decreases through exits from holdings like XLF (SPDR Select Sector ETF), which saw a sharp reduction of over 88 thousand shares or approximately $0.24% allocation, and O itself, where the advisor sold nearly all its stake.
The portfolio also saw increased allocations in other sectors like Financial Services (C (Citigroup Inc)) and Healthcare (MRK (Merck & Co. Inc.)), while positions in Energy (CVX (Chevron Corporation)) and Consumer Defensive were significantly reduced or exited.