AF
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Allworth Financial’s Unity U Stock Holding History

Allworth Financial’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 		$364K Buy
12,730
+9,983
+363% +$266K ﹤0.01% 1150
2026
Q1 		$60.3K Buy
2,747
+547
+25% +$15.2K ﹤0.01% 2184
2025
Q4 		$97.2K Buy
2,200
+301
+16% +$12.3K ﹤0.01% 1777
2025
Q3 		$76K Buy
1,899
+34
+2% +$1.26K ﹤0.01% 1837
2025
Q2 		$45.1K Buy
1,865
+412
+28% +$9.06K ﹤0.01% 2009
2025
Q1 		$32.4K Sell
1,453
-465
-24% -$10.5K ﹤0.01% 1778
2024
Q4 		$44.2K Buy
1,918
+300
+19% +$6.67K ﹤0.01% 1634
2024
Q3 		$36.6K Buy
1,618
+82
+5% +$1.42K ﹤0.01% 1549
2024
Q2 		$24.9K Buy
1,536
+1,287
+517% +$27.5K ﹤0.01% 1743
2024
Q1 		$6.65K Sell
249
-83
-25% -$2.61K ﹤0.01% 2285
2023
Q4 		$13.6K Buy
332
+42
+14% +$1.29K ﹤0.01% 1858
2023
Q3 		$9.1K Buy
290
+19
+7% +$732 ﹤0.01% 1876
2023
Q2 		$11.8K Sell
271
-6
-2% -$192 ﹤0.01% 1808
2023
Q1 		$8.99K Buy
277
+11
+4% +$354 ﹤0.01% 1828
2022
Q4 		$7.61K Buy
266
+175
+192% +$5.48K ﹤0.01% 1769
2022
Q3 		$3K Buy
91
+13
+17% +$535 ﹤0.01% 2069
2022
Q2 		$3K Buy
78
+6
+8% +$341 ﹤0.01% 1945
2022
Q1 		$7K Sell
72
-19
-21% -$1.97K ﹤0.01% 1573
2021
Q4 		$13K Hold
91
– – ﹤0.01% 1299
2021
Q3 		$11K Buy
91
+72
+379% +$8.52K ﹤0.01% 1311
2021
Q2 		$2K Hold
19
– – ﹤0.01% 1411
2021
Q1 		$2K Buy
+19
New +$2.34K ﹤0.01% 1336

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

Allworth Financial's U Position: Q2 2026 in Review

Allworth Financial increased its Unity (U) stake by 363% in Q2 2026, buying an estimated $266K and bringing the position to 12,730 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Allworth Financial first reported a position in U in Q1 2021 and has held it in 22 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Allworth Financial held 12,730 shares of Unity worth $364K as of Q2 2026.
  • Allworth Financial bought 9,983 Unity shares in Q2 2026, an estimated $266K.
  • Unity made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1150 holding.
  • Allworth Financial first reported a position in Unity in Q1 2021 and has held it in 22 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.