Capstone Investment Advisors
U icon

Capstone Investment Advisors’s Unity U Stock Holding History

Capstone Investment 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
Q2 		– Sell
-11,042
Closed -$242K – 1914
2026
Q1 		$242K Buy
+11,042
New +$306K ﹤0.01% 1455
2024
Q2 		– Sell
-29,943
Closed -$799K – 2486
2024
Q1 		$799K Buy
+29,943
New +$941K ﹤0.01% 1279
2023
Q4 		– Sell
-8,831
Closed -$277K – 2418
2023
Q3 		$277K Buy
+8,831
New +$340K ﹤0.01% 1649

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

Capstone Investment Advisors's U Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Unity (U) in Q2 2026, closing a stake of 11,042 shares — an estimated $242K sold.

Capstone Investment Advisors first reported a position in U in Q3 2023 and held it in 3 quarters. The position peaked at $799K in Q1 2024. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,042 Unity shares in Q2 2026, an estimated $242K.
  • Capstone Investment Advisors first reported a position in Unity in Q3 2023 and held it in 3 quarters.
  • Capstone Investment Advisors's Unity position peaked at $799K in Q1 2024.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.