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Rothwell Investment Advisors, LLC’s Unity U Stock Holding History

Rothwell Investment Advisors, 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 		$33.4K Buy
+815
New +$31.3K 0.02% 508

Other funds holding U

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Rothwell Investment Advisors, LLC's U Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Unity (U) in Q3 2026: 815 shares worth $33.4K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings.

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

  • Rothwell Investment Advisors, LLC held 815 shares of Unity worth $33.4K as of Q3 2026.
  • Unity was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Unity made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #508 holding.
  • 339 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.