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CoreCap Advisors’s Unity U Stock Holding History

CoreCap 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 		$7.2K Sell
252
-68
-21% -$1.81K ﹤0.01% 2185
2026
Q1 		$7.02K Sell
320
-4,718
-94% -$131K ﹤0.01% 2084
2025
Q4 		$223K Sell
5,038
-1,010
-17% -$41.2K 0.01% 758
2025
Q3 		$242K Buy
+6,048
New +$224K 0.01% 744
2025
Q2 		– Sell
-12
Closed -$235 – 3242
2025
Q1 		$235 Sell
12
-1,313
-99% -$29.6K ﹤0.01% 2906
2024
Q4 		$29.8K Sell
1,325
-1,750
-57% -$38.9K ﹤0.01% 1395
2024
Q3 		$69.6K Sell
3,075
-800
-21% -$13.8K ﹤0.01% 1058
2024
Q2 		$63K Buy
3,875
+1,050
+37% +$22.5K 0.01% 609
2024
Q1 		$75.4K Buy
+2,825
New +$88.8K ﹤0.01% 961
2022
Q4 		$24.4K Buy
+852
New +$26.7K ﹤0.01% 1227
2022
Q3 		– Sell
-499
Closed -$18K – 1988
2022
Q2 		$18K Buy
+499
New +$28.3K ﹤0.01% 1291
2022
Q1 		– Sell
-38
Closed -$5K – 1992
2021
Q4 		$5K Buy
+38
New +$5.81K ﹤0.01% 1769

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CoreCap Advisors's U Position: Q2 2026 in Review

CoreCap Advisors reduced its Unity (U) stake by 21% in Q2 2026, selling an estimated $1.81K and leaving 252 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

CoreCap Advisors first reported a position in U in Q4 2021 and has held it in 12 quarters since. The position peaked at $242K in Q3 2025. 58 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • CoreCap Advisors held 252 shares of Unity worth $7.2K as of Q2 2026.
  • CoreCap Advisors sold 68 Unity shares in Q2 2026, an estimated $1.81K.
  • Unity made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2185 holding.
  • CoreCap Advisors first reported a position in Unity in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Unity position peaked at $242K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.