Blue Zone Wealth Advisors’s Unity U Stock Holding History

Blue Zone Wealth 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	$3.84M	Buy	134,309 +1,995	+2%	+$53.1K	0.67%	45
2026 Q1	$2.9M	Buy	+132,314	New	+$3.67M	0.59%	47

Other funds holding U

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Blue Zone Wealth Advisors's U Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its Unity (U) stake by 1.5% in Q2 2026, buying an estimated $53.1K and bringing the position to 134,309 shares worth $3.84M. The position accounts for 0.67% of the portfolio, ranked #45.

Blue Zone Wealth Advisors first reported a position in U in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold U as of Q2 2026.

Blue Zone Wealth Advisors held 134,309 shares of Unity worth $3.84M as of Q2 2026.
Blue Zone Wealth Advisors bought 1,995 Unity shares in Q2 2026, an estimated $53.1K.
Unity made up 0.67% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Blue Zone Wealth Advisors first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.