Bleakley Financial Group’s Unity U Stock Holding History

Bleakley Financial Group’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	$1.82M	Buy	63,842 +24,162	+61%	+$643K	0.02%	490
2026 Q1	$871K	Buy	+39,680	New	+$1.1M	0.01%	547

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Bleakley Financial Group increased its Unity (U) stake by 61% in Q2 2026, buying an estimated $643K and bringing the position to 63,842 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #490.

Bleakley Financial Group first reported a position in U in Q1 2026 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

Bleakley Financial Group held 63,842 shares of Unity worth $1.82M as of Q2 2026.
Bleakley Financial Group bought 24,162 Unity shares in Q2 2026, an estimated $643K.
Unity made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #490 holding.
Bleakley Financial Group first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.