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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
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

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

Ascent Wealth Partners's U Position: Q2 2026 in Review

Ascent Wealth Partners opened a new position in Unity (U) in Q2 2026: 7,792 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Ascent Wealth Partners previously reported a position in U as recently as Q4 2025.

Ascent Wealth Partners first reported a position in U in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Ascent Wealth Partners held 7,792 shares of Unity worth $223K as of Q2 2026.
  • Unity was a new Ascent Wealth Partners position in Q2 2026.
  • Unity made up 0.02% of Ascent Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Ascent Wealth Partners first reported a position in Unity in Q4 2025 and has held it in 2 quarters since.
  • Ascent Wealth Partners's Unity position peaked at $248K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.