CMA
U icon

Cedar Mountain Advisors’s Unity U Stock Holding History

Cedar Mountain 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 		$6.72K Hold
235
– – ﹤0.01% 606
2026
Q1 		$5.16K Buy
+235
New +$6.52K ﹤0.01% 643

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cedar Mountain Advisors's U Position: Q2 2026 in Review

Cedar Mountain Advisors held its Unity (U) position steady in Q2 2026 at 235 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Cedar Mountain Advisors first reported a position in U in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Cedar Mountain Advisors held 235 shares of Unity worth $6.72K as of Q2 2026.
  • Cedar Mountain Advisors left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #606 holding.
  • Cedar Mountain Advisors first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.