Cedar Mountain Advisors
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
Q3 		$9.6K Hold
235
– – ﹤0.01% 469
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cedar Mountain Advisors's U Position: Q3 2026 in Review

Cedar Mountain Advisors held its Unity (U) position steady in Q3 2026 at 235 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Cedar Mountain Advisors first reported a position in U in Q1 2026 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Cedar Mountain Advisors held 235 shares of Unity worth $9.6K as of Q3 2026.
  • Cedar Mountain Advisors left its Unity share count unchanged in Q3 2026.
  • Unity made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #469 holding.
  • Cedar Mountain Advisors first reported a position in Unity in Q1 2026 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.