Creative Planning
U icon

Creative Planning’s Unity U Stock Holding History

Creative Planning’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 		$6.34M Buy
221,798
+97,209
+78% +$2.59M ﹤0.01% 1218
2026
Q1 		$2.73M Buy
124,589
+407
+0.3% +$11.3K ﹤0.01% 1659
2025
Q4 		$5.49M Buy
124,182
+6,739
+6% +$275K ﹤0.01% 939
2025
Q3 		$4.7M Sell
117,443
-1,948
-2% -$72.2K ﹤0.01% 925
2025
Q2 		$2.89M Sell
119,391
-2,993
-2% -$65.9K ﹤0.01% 1062
2025
Q1 		$2.4M Buy
122,384
+3,563
+3% +$80.5K ﹤0.01% 1070
2024
Q4 		$2.67M Sell
118,821
-34,921
-23% -$777K ﹤0.01% 963
2024
Q3 		$3.48M Buy
153,742
+18,547
+14% +$320K ﹤0.01% 793
2024
Q2 		$2.2M Buy
135,195
+71,325
+112% +$1.53M ﹤0.01% 943
2024
Q1 		$1.71M Buy
63,870
+4,748
+8% +$149K ﹤0.01% 1038
2023
Q4 		$2.42M Sell
59,122
-40,804
-41% -$1.26M ﹤0.01% 837
2023
Q3 		$3.14M Buy
99,926
+4,803
+5% +$185K ﹤0.01% 676
2023
Q2 		$4.13M Buy
95,123
+10,255
+12% +$328K 0.01% 578
2023
Q1 		$2.75M Sell
84,868
-7,065
-8% -$227K ﹤0.01% 678
2022
Q4 		$2.63M Buy
91,933
+1,636
+2% +$51.3K ﹤0.01% 664
2022
Q3 		$2.88M Buy
90,297
+7,965
+10% +$328K 0.01% 578
2022
Q2 		$3.03M Buy
82,332
+50,402
+158% +$2.86M 0.01% 583
2022
Q1 		$3.17M Sell
31,930
-2,510
-7% -$260K ﹤0.01% 577
2021
Q4 		$4.92M Buy
34,440
+16,267
+90% +$2.49M 0.01% 424
2021
Q3 		$2.29M Buy
18,173
+12,282
+208% +$1.45M ﹤0.01% 647
2021
Q2 		$647K Sell
5,891
-1,366
-19% -$134K ﹤0.01% 1136
2021
Q1 		$728K Buy
7,257
+4,802
+196% +$591K ﹤0.01% 1212
2020
Q4 		$377K Buy
+2,455
New +$298K ﹤0.01% 1476

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's U Position: Q2 2026 in Review

Creative Planning increased its Unity (U) stake by 78% in Q2 2026, buying an estimated $2.59M and bringing the position to 221,798 shares worth $6.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Creative Planning first reported a position in U in Q4 2020 and has held it in 23 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Creative Planning held 221,798 shares of Unity worth $6.34M as of Q2 2026.
  • Creative Planning bought 97,209 Unity shares in Q2 2026, an estimated $2.59M.
  • Unity made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1218 holding.
  • Creative Planning first reported a position in Unity in Q4 2020 and has held it in 23 quarters since.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.