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Bell Investment Advisors’s Unity U Stock Holding History

Bell Investment Advisors’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 		$2.43K Hold
85
– – ﹤0.01% 1272
2026
Q1 		$1.86K Hold
85
– – ﹤0.01% 1358
2025
Q4 		$3.75K Hold
85
– – ﹤0.01% 1093
2025
Q3 		$3.4K Hold
85
– – ﹤0.01% 1103
2025
Q2 		$2.06K Sell
85
-31
-27% -$682 ﹤0.01% 1357
2025
Q1 		$2.27K Hold
116
– – ﹤0.01% 1263
2024
Q4 		$2.61K Sell
116
-18
-13% -$400 ﹤0.01% 1226
2024
Q3 		$3.03K Buy
134
+101
+306% +$1.74K ﹤0.01% 1180
2024
Q2 		$537 Hold
33
– – ﹤0.01% 1793
2024
Q1 		$882 Hold
33
– – ﹤0.01% 1640
2023
Q4 		$1.35K Sell
33
-64
-66% -$1.97K ﹤0.01% 1484
2023
Q3 		$3.04K Hold
97
– – ﹤0.01% 1073
2023
Q2 		$4.21K Sell
97
-53
-35% -$1.7K ﹤0.01% 908
2023
Q1 		$4.87K Sell
150
-121
-45% -$3.89K ﹤0.01% 805
2022
Q4 		$7.75K Buy
271
+177
+188% +$5.54K ﹤0.01% 585
2022
Q3 		$3K Hold
94
– – ﹤0.01% 985
2022
Q2 		$3K Buy
+94
New +$5.34K ﹤0.01% 1029
2021
Q4 		$6K Buy
43
+7
+19% +$1.07K ﹤0.01% 719
2021
Q3 		$5K Buy
+36
New +$4.26K ﹤0.01% 743

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

Bell Investment Advisors's U Position: Q2 2026 in Review

Bell Investment Advisors held its Unity (U) position steady in Q2 2026 at 85 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Bell Investment Advisors first reported a position in U in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.75K in Q4 2022. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Bell Investment Advisors held 85 shares of Unity worth $2.43K as of Q2 2026.
  • Bell Investment Advisors left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1272 holding.
  • Bell Investment Advisors first reported a position in Unity in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Unity position peaked at $7.75K in Q4 2022.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.