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Capital Advisors Ltd’s Unity U Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
53
– – ﹤0.01% 1147
2026
Q1 		$1K Buy
53
+21
+66% +$582 ﹤0.01% 1306
2025
Q4 		$1K Hold
32
– – ﹤0.01% 1291
2025
Q3 		$1K Hold
32
– – ﹤0.01% 1301
2025
Q2 		$1K Buy
32
+20
+167% +$440 ﹤0.01% 1279
2025
Q1 		$0 Hold
12
– – ﹤0.01% 1583
2024
Q4 		$0 Hold
12
– – ﹤0.01% 1583
2024
Q3 		$0 Sell
12
-12
-50% -$207 ﹤0.01% 1614
2024
Q2 		$0 Buy
+24
New +$513 ﹤0.01% 1644
2023
Q2 		– Sell
-21
Closed -$1K – 1543
2023
Q1 		$1K Hold
21
– – ﹤0.01% 1123
2022
Q4 		$1K Buy
21
+7
+50% +$219 ﹤0.01% 1107
2022
Q3 		$0 Sell
14
-5
-26% -$206 ﹤0.01% 1530
2022
Q2 		$1K Buy
+19
New +$1.08K ﹤0.01% 908
2022
Q1 		– Sell
-2
Closed – – 1209
2021
Q4 		$0 Buy
+2
New +$306 ﹤0.01% 940

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

Capital Advisors Ltd's U Position: Q2 2026 in Review

Capital Advisors Ltd held its Unity (U) position steady in Q2 2026 at 53 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Capital Advisors Ltd first reported a position in U in Q4 2021 and has held it in 14 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Capital Advisors Ltd held 53 shares of Unity worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1147 holding.
  • Capital Advisors Ltd first reported a position in Unity in Q4 2021 and has held it in 14 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.