Cornerstone Planning Group’s Unity U Stock Holding History

Cornerstone Planning Group’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	$35.6K	Hold	1,216	–	–	﹤0.01%	489
2026 Q1	$33.2K	Hold	1,216	–	–	﹤0.01%	513
2025 Q4	$48.8K	Buy	1,216 +1,186	+3,953%	+$48.3K	0.01%	354
2025 Q3	$1.13K	Sell	30 -1,186	-98%	-$44K	﹤0.01%	1279
2025 Q2	$41.3K	Hold	1,216	–	–	0.01%	275
2025 Q1	$25.5K	Buy	1,216 +1,212	+30,300%	+$27.4K	0.01%	361
2024 Q4	$87	Sell	4 -4	-50%	-$89	﹤0.01%	1357
2024 Q3	$166	Hold	8	–	–	﹤0.01%	1235
2024 Q2	$116	Hold	8	–	–	﹤0.01%	1197
2024 Q1	$198	Sell	8 -1	-11%	-$31	﹤0.01%	1016
2023 Q4	$368	Sell	9 -72	-89%	-$2.22K	﹤0.01%	808
2023 Q3	$2.54K	Sell	81 -53	-40%	-$2.04K	﹤0.01%	612
2023 Q2	$5.82K	Buy	+134	New	+$4.29K	﹤0.01%	837
2022 Q4	$10.8K	Buy	+372	New	+$11.7K	﹤0.01%	617

Other funds holding U

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Planning Group's U Position: Q2 2026 in Review

Cornerstone Planning Group held its Unity (U) position steady in Q2 2026 at 1,216 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Cornerstone Planning Group first reported a position in U in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.8K in Q4 2025. 235 funds tracked by Wall St. Rank hold U as of Q2 2026.

Cornerstone Planning Group held 1,216 shares of Unity worth $35.6K as of Q2 2026.
Cornerstone Planning Group left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #489 holding.
Cornerstone Planning Group first reported a position in Unity in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Unity position peaked at $48.8K in Q4 2025.
235 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.