CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Unity U Stock Holding History

CAPTRUST Financial 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
Q1 		$2.19M Buy
+100,000
New +$2.77M ﹤0.01% 1166

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CAPTRUST Financial Advisors's U Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Unity (U) stake by 62% in Q1 2026, selling an estimated $429K and leaving 9,314 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

CAPTRUST Financial Advisors first reported a position in U in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.09M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • CAPTRUST Financial Advisors held 9,314 shares of Unity worth $204K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 15,463 Unity shares in Q1 2026, an estimated $429K.
  • Unity made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2669 holding.
  • CAPTRUST Financial Advisors first reported a position in Unity in Q3 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's Unity position peaked at $1.09M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.