AIS
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Advocate Investing Services’s Unity U Stock Holding History

Advocate Investing Services’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 		$2.14K Hold
75
– – ﹤0.01% 385
2026
Q1 		$1.65K Hold
75
– – ﹤0.01% 376
2025
Q4 		$3.31K Buy
+75
New +$3.06K ﹤0.01% 311

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

Advocate Investing Services's U Position: Q2 2026 in Review

Advocate Investing Services held its Unity (U) position steady in Q2 2026 at 75 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Advocate Investing Services first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.31K in Q4 2025. 561 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Advocate Investing Services held 75 shares of Unity worth $2.14K as of Q2 2026.
  • Advocate Investing Services left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Advocate Investing Services's portfolio in Q2 2026, its #385 holding.
  • Advocate Investing Services first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Unity position peaked at $3.31K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.