Superior Planning, LLC’s Unity U Stock Holding History

Superior Planning, LLC’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	$26.6K	Buy	+649	New	+$24.9K	0.01%	589

Other funds holding U

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Superior Planning, LLC's U Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Unity (U) in Q3 2026: 649 shares worth $26.6K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings.

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

Superior Planning, LLC held 649 shares of Unity worth $26.6K as of Q3 2026.
Unity was a new Superior Planning, LLC position in Q3 2026.
Unity made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #589 holding.
408 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.