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COMPASS FINANCIAL MANAGEMENT LLC’s Unity U Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$800 Buy
+28
New +$745 ﹤0.01% 1387

Other funds holding U

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's U Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Unity (U) in Q2 2026: 28 shares worth $800. The stake represents ﹤0.01% of the portfolio and ranks #1387 among its holdings.

331 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 28 shares of Unity worth $800 as of Q2 2026.
  • Unity was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Unity made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1387 holding.
  • 331 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.