Corient Private Wealth’s Unity U Stock Holding History

Corient Private Wealth’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	$1.39M	Buy	48,691 +32,135	+194%	+$855K	﹤0.01%	1595
2026 Q1	$362K	Sell	16,556 -1,125	-6%	-$31.2K	﹤0.01%	2220
2025 Q4	$781K	Buy	17,681 +6,845	+63%	+$279K	﹤0.01%	1629
2025 Q3	$434K	Buy	+10,836	New	+$402K	﹤0.01%	1882
2025 Q1	–	Sell	-13,251	Closed	-$298K	–	2446
2024 Q4	$298K	Sell	13,251 -1,205	-8%	-$26.8K	﹤0.01%	1898
2024 Q3	$327K	Buy	+14,456	New	+$250K	﹤0.01%	1977
2023 Q3	–	Sell	-33,406	Closed	-$1.45M	–	2239
2023 Q2	$1.45M	Buy	33,406 +5,804	+21%	+$186K	﹤0.01%	1016
2023 Q1	$895K	Sell	27,602 -1,313	-5%	-$42.2K	﹤0.01%	1135
2022 Q4	$844K	Buy	+28,915	New	+$906K	﹤0.01%	966

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

Corient Private Wealth's U Position: Q2 2026 in Review

Corient Private Wealth increased its Unity (U) stake by 194% in Q2 2026, buying an estimated $855K and bringing the position to 48,691 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Corient Private Wealth first reported a position in U in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.45M in Q2 2023. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Corient Private Wealth held 48,691 shares of Unity worth $1.39M as of Q2 2026.
Corient Private Wealth bought 32,135 Unity shares in Q2 2026, an estimated $855K.
Unity made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1595 holding.
Corient Private Wealth first reported a position in Unity in Q4 2022 and has held it in 9 quarters since.
Corient Private Wealth's Unity position peaked at $1.45M in Q2 2023.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.