Bogart Wealth LLC’s Unity U Stock Holding History

Bogart Wealth LLC’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	$4K	Buy	140 +82	+141%	+$2.18K	﹤0.01%	1268
2026 Q1	$1.27K	Sell	58 -9	-13%	-$250	﹤0.01%	1387
2025 Q4	$2.96K	Hold	67	–	–	﹤0.01%	1109
2025 Q3	$2.68K	Buy	67 +15	+29%	+$556	﹤0.01%	1094
2025 Q2	$1.26K	Buy	+52	New	+$1.14K	﹤0.01%	1193
2024 Q2	–	Sell	-100	Closed	-$2.67K	–	1175
2024 Q1	$2.67K	Hold	100	–	–	﹤0.01%	871
2023 Q4	$4.09K	Buy	100 +65	+186%	+$2K	﹤0.01%	795
2023 Q3	$1.1K	Buy	+35	New	+$1.35K	﹤0.01%	952
2023 Q2	–	Sell	-51	Closed	-$1.65K	–	1130
2023 Q1	$1.65K	Buy	51 +46	+920%	+$1.48K	﹤0.01%	931
2022 Q4	$143	Buy	+5	New	+$157	﹤0.01%	972
2022 Q3	–	Sell	-17	Closed	-$1K	–	1141
2022 Q2	$1K	Buy	+17	New	+$965	﹤0.01%	875

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

Bogart Wealth LLC's U Position: Q2 2026 in Review

Bogart Wealth LLC increased its Unity (U) stake by 141% in Q2 2026, buying an estimated $2.18K and bringing the position to 140 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Bogart Wealth LLC first reported a position in U in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.09K in Q4 2023. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Bogart Wealth LLC held 140 shares of Unity worth $4K as of Q2 2026.
Bogart Wealth LLC bought 82 Unity shares in Q2 2026, an estimated $2.18K.
Unity made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1268 holding.
Bogart Wealth LLC first reported a position in Unity in Q2 2022 and has held it in 11 quarters since.
Bogart Wealth LLC's Unity position peaked at $4.09K in Q4 2023.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.