Bruce G. Allen Investments’s Unity U Stock Holding History

Bruce G. Allen Investments’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	$514	Hold	18	–	–	﹤0.01%	934
2026 Q1	$395	Hold	18	–	–	﹤0.01%	1003
2025 Q4	$795	Hold	18	–	–	﹤0.01%	880
2025 Q3	$721	Hold	18	–	–	﹤0.01%	890
2025 Q2	$436	Hold	18	–	–	﹤0.01%	977
2025 Q1	$353	Hold	18	–	–	﹤0.01%	997
2024 Q4	$404	Hold	18	–	–	﹤0.01%	993
2024 Q3	$407	Sell	18 -172	-91%	-$2.97K	﹤0.01%	990
2024 Q2	$3.09K	Buy	190 +141	+288%	+$3.02K	﹤0.01%	631
2024 Q1	$1.31K	Hold	49	–	–	﹤0.01%	751
2023 Q4	$2K	Buy	+49	New	+$1.51K	﹤0.01%	737

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

Bruce G. Allen Investments's U Position: Q2 2026 in Review

Bruce G. Allen Investments held its Unity (U) position steady in Q2 2026 at 18 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Bruce G. Allen Investments first reported a position in U in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.09K in Q2 2024. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

Bruce G. Allen Investments held 18 shares of Unity worth $514 as of Q2 2026.
Bruce G. Allen Investments left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #934 holding.
Bruce G. Allen Investments first reported a position in Unity in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Unity position peaked at $3.09K in Q2 2024.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.