Capital Performance Advisors’s Unity U Stock Holding History

Capital Performance 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 Q3	$243K	Buy	+5,927	New	+$228K	0.01%	279

Other funds holding U

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BPIA

Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital Performance Advisors's U Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in Unity (U) in Q3 2026: 5,927 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

339 funds tracked by Wall St. Rank hold U as of Q3 2026.

Capital Performance Advisors held 5,927 shares of Unity worth $243K as of Q3 2026.
Unity was a new Capital Performance Advisors position in Q3 2026.
Unity made up 0.01% of Capital Performance Advisors's portfolio in Q3 2026, its #279 holding.
339 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.