CFO
U icon

Callan Family Office’s Unity U Stock Holding History

Callan Family Office’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 		$202K Buy
+7,060
New +$188K ﹤0.01% 1149
2026
Q1 		– Sell
-12,598
Closed -$556K – 1185
2025
Q4 		$556K Buy
12,598
+1,535
+14% +$62.6K 0.01% 751
2025
Q3 		$443K Sell
11,063
-1,529
-12% -$56.7K 0.01% 567
2025
Q2 		$305K Buy
+12,592
New +$277K 0.01% 765

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

Callan Family Office's U Position: Q2 2026 in Review

Callan Family Office opened a new position in Unity (U) in Q2 2026: 7,060 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Callan Family Office previously reported a position in U as recently as Q4 2025.

Callan Family Office first reported a position in U in Q2 2025 and has held it in 4 quarters since. The position peaked at $556K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Callan Family Office held 7,060 shares of Unity worth $202K as of Q2 2026.
  • Unity was a new Callan Family Office position in Q2 2026.
  • Unity made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1149 holding.
  • Callan Family Office first reported a position in Unity in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Unity position peaked at $556K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.