Cerity Partners
U icon

Cerity Partners’s Unity U Stock Holding History

Cerity Partners’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 		$8.58M Buy
300,330
+248,277
+477% +$6.6M 0.01% 843
2026
Q1 		$1.14M Sell
52,053
-2,695
-5% -$74.8K ﹤0.01% 1786
2025
Q4 		$2.42M Sell
54,748
-3,281
-6% -$134K ﹤0.01% 1291
2025
Q3 		$2.32M Buy
58,029
+2,307
+4% +$85.5K ﹤0.01% 1222
2025
Q2 		$1.35M Sell
55,722
-71,989
-56% -$1.58M ﹤0.01% 1388
2025
Q1 		$2.5M Buy
127,711
+67,357
+112% +$1.52M 0.01% 1013
2024
Q4 		$1.36M Sell
60,354
-18,124
-23% -$403K ﹤0.01% 1280
2024
Q3 		$1.78M Buy
78,478
+24,406
+45% +$421K ﹤0.01% 1145
2024
Q2 		$879K Buy
54,072
+20,865
+63% +$446K ﹤0.01% 1284
2024
Q1 		$887K Buy
33,207
+9,438
+40% +$297K ﹤0.01% 1333
2023
Q4 		$972K Buy
23,769
+160
+0.7% +$4.93K ﹤0.01% 994
2023
Q3 		$741K Buy
23,609
+2,956
+14% +$114K ﹤0.01% 841
2023
Q2 		$897K Buy
20,653
+10,006
+94% +$320K ﹤0.01% 957
2023
Q1 		$345K Buy
10,647
+450
+4% +$14.5K ﹤0.01% 1463
2022
Q4 		$292K Buy
+10,197
New +$319K ﹤0.01% 1149
2022
Q3 		– Sell
-5,544
Closed -$204K – 1267
2022
Q2 		$204K Buy
5,544
+288
+5% +$16.4K ﹤0.01% 1073
2022
Q1 		$522K Sell
5,256
-15,658
-75% -$1.62M 0.01% 587
2021
Q4 		$1.07M Sell
20,914
-6,816
-25% -$1.04M 0.02% 429
2021
Q3 		$3.5M Sell
27,730
-40,580
-59% -$4.8M 0.08% 195
2021
Q2 		$7.5M Buy
68,310
+720
+1% +$70.7K 0.16% 120
2021
Q1 		$6.78M Buy
+67,590
New +$8.32M 0.16% 127

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

Cerity Partners's U Position: Q2 2026 in Review

Cerity Partners increased its Unity (U) stake by 477% in Q2 2026, buying an estimated $6.6M and bringing the position to 300,330 shares worth $8.58M. The position accounts for 0.01% of the portfolio, ranked #843.

Cerity Partners first reported a position in U in Q1 2021 and has held it in 21 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Cerity Partners held 300,330 shares of Unity worth $8.58M as of Q2 2026.
  • Cerity Partners bought 248,277 Unity shares in Q2 2026, an estimated $6.6M.
  • Unity made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #843 holding.
  • Cerity Partners first reported a position in Unity in Q1 2021 and has held it in 21 quarters since.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.