1900 Wealth Management’s Unity U Stock Holding History

1900 Wealth Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$302K	Buy	+7,371	New	+$283K	0.02%	312

Other funds holding U

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

1900 Wealth Management's U Position: Q3 2026 in Review

1900 Wealth Management opened a new position in Unity (U) in Q3 2026: 7,371 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings.

41 funds tracked by Wall St. Rank hold U as of Q3 2026.

1900 Wealth Management held 7,371 shares of Unity worth $302K as of Q3 2026.
Unity was a new 1900 Wealth Management position in Q3 2026.
Unity made up 0.02% of 1900 Wealth Management's portfolio in Q3 2026, its #312 holding.
41 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.