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
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 $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's U Position: Q1 2026 in Review

Creative Planning increased its Unity (U) stake by 0.33% in Q1 2026, buying an estimated $11.3K and bringing the position to 124,589 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Creative Planning first reported a position in U in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.49M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Creative Planning held 124,589 shares of Unity worth $2.73M as of Q1 2026.
  • Creative Planning bought 407 Unity shares in Q1 2026, an estimated $11.3K.
  • Unity made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1659 holding.
  • Creative Planning first reported a position in Unity in Q4 2020 and has held it in 22 quarters since.
  • Creative Planning's Unity position peaked at $5.49M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.