AWM
U icon

Activest Wealth Management’s Unity U Stock Holding History

Activest 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
Q2 		$12.2K Buy
+427
New +$11.4K ﹤0.01% 544
2026
Q1 		– Sell
-39
Closed -$1.72K – 1340
2025
Q4 		$1.72K Sell
39
-76
-66% -$3.1K ﹤0.01% 906
2025
Q3 		$4.61K Buy
115
+114
+11,400% +$4.23K ﹤0.01% 660
2025
Q2 		$24 Sell
1
-15
-94% -$330 ﹤0.01% 1011
2025
Q1 		$313 Buy
16
+15
+1,500% +$339 ﹤0.01% 901
2024
Q4 		$22 Buy
+1
New +$22 ﹤0.01% 837
2022
Q4 		– Sell
-125
Closed -$4K – 472
2022
Q3 		$4K Hold
125
– – ﹤0.01% 369
2022
Q2 		$5K Buy
125
+79
+172% +$4.49K ﹤0.01% 261
2022
Q1 		$5K Buy
+46
New +$4.76K ﹤0.01% 261

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

Activest Wealth Management's U Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Unity (U) in Q2 2026: 427 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in U as recently as Q4 2025.

Activest Wealth Management first reported a position in U in Q1 2022 and has held it in 9 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Activest Wealth Management held 427 shares of Unity worth $12.2K as of Q2 2026.
  • Unity was a new Activest Wealth Management position in Q2 2026.
  • Unity made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #544 holding.
  • Activest Wealth Management first reported a position in Unity in Q1 2022 and has held it in 9 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.