Atomi Financial Group’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$355K Buy
12,434
+2,465
+25% +$65.6K 0.01% 942
2026
Q1
$219K Sell
9,969
-2,795
-22% -$77.5K 0.01% 1118
2025
Q4
$564K Buy
12,764
+3,354
+36% +$137K 0.02% 635
2025
Q3
$377K Buy
+9,410
New +$349K 0.01% 769
2024
Q2
Sell
-8,972
Closed -$240K 839
2024
Q1
$240K Buy
8,972
+1,147
+15% +$36K 0.02% 616
2023
Q4
$320K Buy
+7,825
New +$241K 0.04% 396

Other funds holding U

Atomi Financial Group's U Position: Q2 2026 in Review

Atomi Financial Group increased its Unity (U) stake by 25% in Q2 2026, buying an estimated $65.6K and bringing the position to 12,434 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #942.

Atomi Financial Group first reported a position in U in Q4 2023 and has held it in 6 quarters since. The position peaked at $564K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Atomi Financial Group held 12,434 shares of Unity worth $355K as of Q2 2026.
  • Atomi Financial Group bought 2,465 Unity shares in Q2 2026, an estimated $65.6K.
  • Unity made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #942 holding.
  • Atomi Financial Group first reported a position in Unity in Q4 2023 and has held it in 6 quarters since.
  • Atomi Financial Group's Unity position peaked at $564K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.