BHWM
U icon

Bay Harbor Wealth Management’s Unity U Stock Holding History

Bay Harbor Wealth Management’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 		$1.63K Buy
57
+14
+33% +$372 ﹤0.01% 721
2026
Q1 		$943 Buy
43
+15
+54% +$416 ﹤0.01% 798
2025
Q4 		$1.24K Buy
28
+9
+47% +$367 ﹤0.01% 581
2025
Q3 		$760 Buy
19
+8
+73% +$297 ﹤0.01% 600
2025
Q2 		$266 Buy
11
+7
+175% +$154 ﹤0.01% 835
2025
Q1 		$78 Buy
+4
New +$90 ﹤0.01% 924

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

Bay Harbor Wealth Management's U Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Unity (U) stake by 33% in Q2 2026, buying an estimated $372 and bringing the position to 57 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Bay Harbor Wealth Management first reported a position in U in Q1 2025 and has held it in 6 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Bay Harbor Wealth Management held 57 shares of Unity worth $1.63K as of Q2 2026.
  • Bay Harbor Wealth Management bought 14 Unity shares in Q2 2026, an estimated $372.
  • Unity made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Bay Harbor Wealth Management first reported a position in Unity in Q1 2025 and has held it in 6 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.