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
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 $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

Cerity Partners's U Position: Q1 2026 in Review

Cerity Partners reduced its Unity (U) stake by 4.9% in Q1 2026, selling an estimated $74.8K and leaving 52,053 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Cerity Partners first reported a position in U in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.5M in Q2 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Cerity Partners held 52,053 shares of Unity worth $1.14M as of Q1 2026.
  • Cerity Partners sold 2,695 Unity shares in Q1 2026, an estimated $74.8K.
  • Unity made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1786 holding.
  • Cerity Partners first reported a position in Unity in Q1 2021 and has held it in 20 quarters since.
  • Cerity Partners's Unity position peaked at $7.5M in Q2 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.