Clearstead Advisors’s Unity U Stock Holding History

Clearstead 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	$29.2K	Buy	1,023 +973	+1,946%	+$25.9K	﹤0.01%	1677
2026 Q1	$1.1K	Buy	50 +20	+67%	+$555	﹤0.01%	2027
2025 Q4	$1.33K	Buy	30 +24	+400%	+$978	﹤0.01%	2192
2025 Q3	$241	Buy	+6	New	+$222	﹤0.01%	2836
2025 Q2	–	Sell	-237	Closed	-$4.64K	–	2878
2025 Q1	$4.64K	Buy	237 +162	+216%	+$3.66K	﹤0.01%	1767
2024 Q4	$1.69K	Buy	+75	New	+$1.67K	﹤0.01%	1866
2023 Q2	–	Sell	-12	Closed	-$390	–	1443
2023 Q1	$390	Buy	+12	New	+$386	﹤0.01%	1320
2022 Q4	–	Sell	-28	Closed	-$1K	–	1380
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	1206
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	1233
2022 Q1	$3K	Buy	28 +10	+56%	+$1.04K	﹤0.01%	1167
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	1080
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	1155
2021 Q2	$2K	Buy	18 +2	+13%	+$197	﹤0.01%	1090
2021 Q1	$2K	Hold	16	–	–	﹤0.01%	982
2020 Q4	$2K	Buy	+16	New	+$1.95K	﹤0.01%	901

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's U Position: Q2 2026 in Review

Clearstead Advisors increased its Unity (U) stake by 1,946% in Q2 2026, buying an estimated $25.9K and bringing the position to 1,023 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Clearstead Advisors first reported a position in U in Q4 2020 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Clearstead Advisors held 1,023 shares of Unity worth $29.2K as of Q2 2026.
Clearstead Advisors bought 973 Unity shares in Q2 2026, an estimated $25.9K.
Unity made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1677 holding.
Clearstead Advisors first reported a position in Unity in Q4 2020 and has held it in 15 quarters since.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.