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Affinity Capital Advisors’s Unity U Stock Holding History

Affinity Capital Advisors’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 		$3.4M Sell
114,550
-399
-0.3% -$10.6K 0.42% 34
2026
Q1 		$2.52M Buy
114,949
+499
+0.4% +$13.8K 0.35% 39
2025
Q4 		$5.06M Buy
114,450
+36
+0% +$1.47K 0.7% 24
2025
Q3 		$4.47M Sell
114,414
-22,372
-16% -$830K 0.69% 25
2025
Q2 		$3.31M Hold
136,786
– – 0.57% 29
2025
Q1 		$2.63M Sell
136,786
-16,648
-11% -$376K 0.52% 34
2024
Q4 		$3.54M Hold
153,434
– – 0.67% 30
2024
Q3 		$3.47M Sell
153,434
-200
-0.1% -$3.45K 0.67% 28
2024
Q2 		$2.5M Sell
153,634
-3,200
-2% -$68.5K 0.52% 35
2024
Q1 		$4.19M Sell
156,834
-5,676
-3% -$178K 0.93% 26
2023
Q4 		$6.65M Sell
162,510
-9
-0% -$277 1.62% 14
2023
Q3 		$5.1M Sell
162,519
-5,934
-4% -$228K 1.4% 15
2023
Q2 		$7.31M Buy
168,453
+6,837
+4% +$219K 1.98% 12
2023
Q1 		$5.24M Buy
161,616
+7,788
+5% +$250K 1.63% 15
2022
Q4 		$4.4M Buy
153,828
+26,116
+20% +$818K 1.51% 16
2022
Q3 		$4.07M Sell
127,712
-8,708
-6% -$358K 1.42% 17
2022
Q2 		$5.02M Buy
136,420
+82,670
+154% +$4.69M 1.71% 14
2022
Q1 		$5.33M Buy
53,750
+11,088
+26% +$1.15M 1.67% 12
2021
Q4 		$6.1M Sell
42,662
-9,688
-19% -$1.48M 1.84% 11
2021
Q3 		$6.61M Buy
52,350
+14,441
+38% +$1.71M 2.22% 11
2021
Q2 		$4.16M Sell
37,909
-3,264
-8% -$321K 1.41% 15
2021
Q1 		$4.13M Buy
+41,173
New +$5.07M 1.51% 15

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Affinity Capital Advisors's U Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Unity (U) stake by 0.35% in Q2 2026, selling an estimated $10.6K and leaving 114,550 shares worth $3.4M. The position accounts for 0.42% of the portfolio, ranked #34.

Affinity Capital Advisors first reported a position in U in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.31M in Q2 2023. 41 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Affinity Capital Advisors held 114,550 shares of Unity worth $3.4M as of Q2 2026.
  • Affinity Capital Advisors sold 399 Unity shares in Q2 2026, an estimated $10.6K.
  • Unity made up 0.42% of Affinity Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Affinity Capital Advisors first reported a position in Unity in Q1 2021 and has held it in 22 quarters since.
  • Affinity Capital Advisors's Unity position peaked at $7.31M in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.