BTI
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Blue Trust Inc’s Unity U Stock Holding History

Blue Trust Inc’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 		$9.69K Sell
339
-620
-65% -$16.5K ﹤0.01% 1878
2026
Q1 		$21K Sell
959
-183
-16% -$5.08K ﹤0.01% 1625
2025
Q4 		$50.4K Buy
1,142
+1,109
+3,361% +$45.2K ﹤0.01% 1361
2025
Q3 		$1.32K Hold
33
– – ﹤0.01% 2260
2025
Q2 		$799 Sell
33
-291
-90% -$6.4K ﹤0.01% 2276
2025
Q1 		$6.35K Sell
324
-209
-39% -$4.72K ﹤0.01% 2063
2024
Q4 		$12K Sell
533
-4,277
-89% -$95.1K ﹤0.01% 1769
2024
Q3 		$78.2K Buy
4,810
+1,687
+54% +$29.1K ﹤0.01% 1353
2024
Q2 		$83.4K Buy
3,123
+2,359
+309% +$50.5K ﹤0.01% 1042
2024
Q1 		$20.4K Sell
764
-681
-47% -$21.4K ﹤0.01% 1225
2023
Q4 		$45K Buy
1,445
+266
+23% +$8.2K ﹤0.01% 982
2023
Q3 		$51K Buy
1,179
+35
+3% +$1.35K ﹤0.01% 844
2023
Q2 		$37K Buy
1,144
+208
+22% +$6.66K ﹤0.01% 813
2023
Q1 		$27K Sell
936
-152
-14% -$4.89K ﹤0.01% 1265
2022
Q4 		$34K Buy
1,088
+103
+10% +$3.23K ﹤0.01% 1088
2022
Q3 		$36K Buy
985
+453
+85% +$18.6K ﹤0.01% 875
2022
Q2 		$53K Buy
+532
New +$30.2K ﹤0.01% 670

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

Blue Trust Inc's U Position: Q2 2026 in Review

Blue Trust Inc reduced its Unity (U) stake by 65% in Q2 2026, selling an estimated $16.5K and leaving 339 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Blue Trust Inc first reported a position in U in Q2 2022 and has held it in 17 quarters since. The position peaked at $83.4K in Q2 2024. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Blue Trust Inc held 339 shares of Unity worth $9.69K as of Q2 2026.
  • Blue Trust Inc sold 620 Unity shares in Q2 2026, an estimated $16.5K.
  • Unity made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1878 holding.
  • Blue Trust Inc first reported a position in Unity in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Unity position peaked at $83.4K in Q2 2024.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.