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Clearstead Trust’s Unity U Stock Holding History

Clearstead Trust’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 		$2.8K Buy
98
+76
+345% +$2.02K ﹤0.01% 862
2026
Q1 		$483 Sell
22
-92
-81% -$2.55K ﹤0.01% 970
2025
Q4 		$5.04K Hold
114
– – ﹤0.01% 760
2025
Q3 		$4.57K Hold
114
– – ﹤0.01% 787
2025
Q2 		$2.76K Sell
114
-19
-14% -$418 ﹤0.01% 873
2025
Q1 		$2.61K Buy
+133
New +$3K ﹤0.01% 730

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

Clearstead Trust's U Position: Q2 2026 in Review

Clearstead Trust increased its Unity (U) stake by 345% in Q2 2026, buying an estimated $2.02K and bringing the position to 98 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Clearstead Trust first reported a position in U in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.04K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Clearstead Trust held 98 shares of Unity worth $2.8K as of Q2 2026.
  • Clearstead Trust bought 76 Unity shares in Q2 2026, an estimated $2.02K.
  • Unity made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #862 holding.
  • Clearstead Trust first reported a position in Unity in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Unity position peaked at $5.04K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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