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
Q2 		– Sell
-100,000
Closed -$2.19M – 3400
2026
Q1 		$2.19M Buy
+100,000
New +$2.77M ﹤0.01% 1166

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

CAPTRUST Financial Advisors's U Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Unity (U) stake by 621% in Q2 2026, buying an estimated $1.54M and bringing the position to 67,170 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

CAPTRUST Financial Advisors first reported a position in U in Q3 2020 and has held it in 21 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • CAPTRUST Financial Advisors held 67,170 shares of Unity worth $1.92M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 57,856 Unity shares in Q2 2026, an estimated $1.54M.
  • Unity made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1329 holding.
  • CAPTRUST Financial Advisors first reported a position in Unity in Q3 2020 and has held it in 21 quarters since.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.