Compass Financial Management’s Unity U Stock Holding History

Compass Financial Management’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 Q3	–	Sell	-28	Closed	-$800	–	1788
2026 Q2	$800	Buy	+28	New	+$745	﹤0.01%	1387

Other funds holding U

SC US (TTGP) Menlo Park, California $25.6B AUM 36.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Compass Financial Management's U Position: Q3 2026 in Review

Compass Financial Management sold out of Unity (U) in Q3 2026, closing a stake of 28 shares — an estimated $800 sold.

Compass Financial Management first reported a position in U in Q2 2026 and held it in 1 quarter. The position peaked at $800 in Q2 2026. 493 funds tracked by Wall St. Rank hold U as of Q3 2026.

Compass Financial Management reported no remaining Unity position as of Q3 2026 after selling out during the quarter.
Compass Financial Management sold 28 Unity shares in Q3 2026, an estimated $800.
Compass Financial Management first reported a position in Unity in Q2 2026 and held it in 1 quarter.
Compass Financial Management's Unity position peaked at $800 in Q2 2026.
493 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.