Ascent Wealth Partners’s Unity U Stock Holding History

Ascent Wealth Partners’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 Q3	$357K	Buy	8,720 +928	+12%	+$35.7K	0.04%	171
2026 Q2	$223K	Buy	+7,792	New	+$207K	0.02%	190
2026 Q1	–	Sell	-5,625	Closed	-$248K	–	201
2025 Q4	$248K	Buy	+5,625	New	+$229K	0.03%	166

Other funds holding U

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

BPIA

Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Ascent Wealth Partners's U Position: Q3 2026 in Review

Ascent Wealth Partners increased its Unity (U) stake by 12% in Q3 2026, buying an estimated $35.7K and bringing the position to 8,720 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #171.

Ascent Wealth Partners first reported a position in U in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold U as of Q3 2026.

Ascent Wealth Partners held 8,720 shares of Unity worth $357K as of Q3 2026.
Ascent Wealth Partners bought 928 Unity shares in Q3 2026, an estimated $35.7K.
Unity made up 0.04% of Ascent Wealth Partners's portfolio in Q3 2026, its #171 holding.
Ascent Wealth Partners first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.