APFP
U icon

Action Point Financial Planning’s Unity U Stock Holding History

Action Point Financial Planning’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
Q2 		$8.03K Buy
+285
New +$7.58K ﹤0.01% 1563

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's U Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Unity (U) in Q2 2026: 285 shares worth $8.03K. The stake represents ﹤0.01% of the portfolio and ranks #1563 among its holdings.

560 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Action Point Financial Planning held 285 shares of Unity worth $8.03K as of Q2 2026.
  • Unity was a new Action Point Financial Planning position in Q2 2026.
  • Unity made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1563 holding.
  • 560 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.