Commonwealth Equity Services’s Unity U Stock Holding History

Commonwealth Equity Services’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	$1.62M	Sell	56,525 -18,487	-25%	-$492K	﹤0.01%	2313
2026 Q1	$1.65M	Buy	75,012 +7,807	+12%	+$217K	﹤0.01%	2180
2025 Q4	$2.97M	Sell	67,205 -7,777	-10%	-$317K	﹤0.01%	1689
2025 Q3	$3M	Sell	74,982 -12,639	-14%	-$469K	﹤0.01%	1708
2025 Q2	$2.12M	Sell	87,621 -419	-0.5%	-$9.22K	﹤0.01%	1937
2025 Q1	$1.73M	Buy	88,040 +21,620	+33%	+$488K	﹤0.01%	2023
2024 Q4	$1.49M	Sell	66,420 -1,364	-2%	-$30.3K	﹤0.01%	2081
2024 Q3	$1.53M	Sell	67,784 -3,736	-5%	-$64.5K	﹤0.01%	2018
2024 Q2	$1.16M	Sell	71,520 -10,026	-12%	-$214K	﹤0.01%	2160
2024 Q1	$2.18M	Sell	81,546 -6,230	-7%	-$196K	﹤0.01%	1724
2023 Q4	$3.59M	Sell	87,776 -10,664	-11%	-$329K	0.01%	1311
2023 Q3	$3.09M	Buy	98,440 +3,966	+4%	+$153K	0.01%	1313
2023 Q2	$4.1M	Buy	94,474 +5,157	+6%	+$165K	0.01%	1150
2023 Q1	$2.9K	Buy	89,317 +5,228	+6%	+$168K	0.01%	1314
2022 Q4	$2.4M	Buy	84,089 +3,000	+4%	+$94K	0.01%	1385
2022 Q3	$2.58M	Buy	81,089 +3,127	+4%	+$129K	0.01%	1262
2022 Q2	$2.87M	Buy	77,962 +18,247	+31%	+$1.04M	0.01%	1206
2022 Q1	$5.92M	Buy	59,715 +1,446	+2%	+$150K	0.01%	859
2021 Q4	$8.33M	Buy	58,269 +19,975	+52%	+$3.05M	0.02%	675
2021 Q3	$4.83M	Buy	38,294 +2,569	+7%	+$304K	0.01%	893
2021 Q2	$3.92M	Buy	35,725 +10,561	+42%	+$1.04M	0.01%	990
2021 Q1	$2.52M	Buy	25,164 +11,844	+89%	+$1.46M	0.01%	1174
2020 Q4	$2.04M	Buy	13,320 +10,443	+363%	+$1.27M	0.01%	1215
2020 Q3	$251K	Buy	+2,877	New	+$243K	﹤0.01%	2515

Other funds holding U

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Commonwealth Equity Services's U Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Unity (U) stake by 25% in Q2 2026, selling an estimated $492K and leaving 56,525 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Commonwealth Equity Services first reported a position in U in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.33M in Q4 2021. 151 funds tracked by Wall St. Rank hold U as of Q2 2026.

Commonwealth Equity Services held 56,525 shares of Unity worth $1.62M as of Q2 2026.
Commonwealth Equity Services sold 18,487 Unity shares in Q2 2026, an estimated $492K.
Unity made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2313 holding.
Commonwealth Equity Services first reported a position in Unity in Q3 2020 and has held it in 24 quarters since.
Commonwealth Equity Services's Unity position peaked at $8.33M in Q4 2021.
151 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.