AW
U icon

Avion Wealth’s Unity U Stock Holding History

Avion Wealth’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 		$3K Hold
121
– – ﹤0.01% 998
2026
Q1 		$2K Sell
121
-51
-30% -$1.42K ﹤0.01% 930
2025
Q4 		$7K Buy
172
+12
+8% +$489 ﹤0.01% 596
2025
Q3 		$6K Buy
160
+17
+12% +$630 ﹤0.01% 629
2025
Q2 		$3K Buy
143
+38
+36% +$836 ﹤0.01% 757
2025
Q1 		$2K Hold
105
– – ﹤0.01% 778
2024
Q4 		$2K Buy
105
+13
+14% +$289 ﹤0.01% 775
2024
Q3 		$2K Buy
92
+72
+360% +$1.24K ﹤0.01% 724
2024
Q2 		$0 Sell
20
-19
-49% -$406 ﹤0.01% 1257
2024
Q1 		$2K Buy
39
+19
+95% +$597 ﹤0.01% 785
2023
Q4 		$1K Sell
20
-9
-31% -$277 ﹤0.01% 994
2023
Q3 		$0 Buy
+29
New +$1.12K ﹤0.01% 1201
2023
Q2 		– Sell
-109
Closed -$3K – 1034
2023
Q1 		$3K Buy
+109
New +$3.51K ﹤0.01% 357

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

Avion Wealth's U Position: Q2 2026 in Review

Avion Wealth held its Unity (U) position steady in Q2 2026 at 121 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Avion Wealth first reported a position in U in Q1 2023 and has held it in 13 quarters since. The position peaked at $7K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Avion Wealth held 121 shares of Unity worth $3K as of Q2 2026.
  • Avion Wealth left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #998 holding.
  • Avion Wealth first reported a position in Unity in Q1 2023 and has held it in 13 quarters since.
  • Avion Wealth's Unity position peaked at $7K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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