AAG
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Armstrong Advisory Group’s Unity U Stock Holding History

Armstrong Advisory Group’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 		$14.1K Hold
492
– – ﹤0.01% 658
2026
Q1 		$10.8K Hold
492
– – ﹤0.01% 675
2025
Q4 		$21.7K Hold
492
– – ﹤0.01% 540
2025
Q3 		$19.7K Buy
+492
New +$18.2K ﹤0.01% 568

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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 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

Armstrong Advisory Group's U Position: Q2 2026 in Review

Armstrong Advisory Group held its Unity (U) position steady in Q2 2026 at 492 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Armstrong Advisory Group first reported a position in U in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.7K in Q4 2025. 58 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Armstrong Advisory Group held 492 shares of Unity worth $14.1K as of Q2 2026.
  • Armstrong Advisory Group left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #658 holding.
  • Armstrong Advisory Group first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • Armstrong Advisory Group's Unity position peaked at $21.7K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.