Advisory Services Network’s Unity U Stock Holding History

Advisory Services Network’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 Q1	$1M	Buy	45,801 +4,641	+11%	+$129K	0.01%	935
2025 Q4	$1.82M	Sell	41,160 -2,126	-5%	-$86.6K	0.03%	638
2025 Q3	$1.73M	Sell	43,286 -416	-1%	-$15.4K	0.03%	639
2025 Q2	$1.46M	Buy	43,702 +5,255	+14%	+$116K	0.02%	674
2025 Q1	$753K	Sell	38,447 -686	-2%	-$15.5K	0.01%	878
2024 Q4	$879K	Buy	+39,133	New	+$870K	0.02%	800
2024 Q1	–	Sell	-14,037	Closed	-$574K	–	3511
2023 Q4	$574K	Sell	14,037 -1,237	-8%	-$38.1K	0.01%	845
2023 Q3	$479K	Buy	+15,274	New	+$588K	0.01%	938
2023 Q2	–	Sell	-26,450	Closed	-$858K	–	3513
2023 Q1	$858K	Buy	26,450 +12,253	+86%	+$394K	0.02%	671
2022 Q4	$406K	Buy	14,197 +541	+4%	+$16.9K	0.01%	952
2022 Q3	$435K	Buy	+13,656	New	+$562K	0.02%	874
2022 Q2	–	Sell	-2,531	Closed	-$251K	–	1504
2022 Q1	$251K	Buy	2,531 +100	+4%	+$10.4K	0.01%	1235
2021 Q4	$348K	Sell	2,431 -272	-10%	-$41.6K	0.01%	1044
2021 Q3	$341K	Buy	2,703 +760	+39%	+$90K	0.01%	1035
2021 Q2	$213K	Buy	+1,943	New	+$191K	0.01%	1235
2021 Q1	–	Sell	-5,912	Closed	-$907K	–	2834
2020 Q4	$907K	Buy	5,912 +599	+11%	+$72.8K	0.04%	526
2020 Q3	$464K	Buy	+5,313	New	+$448K	0.02%	657

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisory Services Network's U Position: Q1 2026 in Review

Advisory Services Network increased its Unity (U) stake by 11% in Q1 2026, buying an estimated $129K and bringing the position to 45,801 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #935.

Advisory Services Network first reported a position in U in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.82M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Advisory Services Network held 45,801 shares of Unity worth $1M as of Q1 2026.
Advisory Services Network bought 4,641 Unity shares in Q1 2026, an estimated $129K.
Unity made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #935 holding.
Advisory Services Network first reported a position in Unity in Q3 2020 and has held it in 17 quarters since.
Advisory Services Network's Unity position peaked at $1.82M in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.