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
2021
Q2 		– Sell
-1,000
Closed -$4K – 2569
2021
Q1 		$4K Buy
1,000
+800
+400% +$98.5K ﹤0.01% 2527
2020
Q4 		$2K Buy
+200
New +$24.3K ﹤0.01% 2310

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.