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 $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

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.