Creative Planning’s Unisys UIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $314K | Buy |
85,878
+33,164
| +63% | +$104K | ﹤0.01% | 3525 |
|
|
2026
Q1 | $109K | Buy |
52,714
+39,235
| +291% | +$98.5K | ﹤0.01% | 3886 |
|
|
2025
Q4 | $37.2K | Buy |
+13,479
| New | +$42.1K | ﹤0.01% | 3822 |
|
|
2025
Q1 | – | Sell |
-10,454
| Closed | -$66.2K | – | 3730 |
|
|
2024
Q4 | $66.2K | Buy |
10,454
+225
| +2% | +$1.57K | ﹤0.01% | 3212 |
|
|
2024
Q3 | $58.1K | Buy |
+10,229
| New | +$50.7K | ﹤0.01% | 3076 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$690 | – | 3084 |
|
|
2023
Q3 | $690 | Buy |
+200
| New | +$846 | ﹤0.01% | 2847 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$4K | – | 2543 |
|
|
2022
Q1 | $4K | Buy |
+200
| New | +$4.05K | ﹤0.01% | 2268 |
|
|
2018
Q3 | – | Sell |
-10,873
| Closed | -$140K | – | 2176 |
|
|
2018
Q2 | $140K | Buy |
+10,873
| New | +$130K | ﹤0.01% | 1709 |
|
|
2017
Q3 | – | Sell |
-3,073
| Closed | -$39K | – | 3605 |
|
|
2017
Q2 | $39K | Buy |
3,073
+2,671
| +664% | +$32.5K | ﹤0.01% | 2720 |
|
|
2017
Q1 | $6K | Sell |
402
-1,000
| -71% | -$13.9K | ﹤0.01% | 3893 |
|
|
2016
Q4 | $21K | Sell |
1,402
-10
| -0.7% | -$127 | ﹤0.01% | 3057 |
|
|
2016
Q3 | $14K | Buy |
1,412
+180
| +15% | +$1.67K | ﹤0.01% | 3287 |
|
|
2016
Q2 | $9K | Buy |
1,232
+1,000
| +431% | +$7.66K | ﹤0.01% | 3333 |
|
|
2016
Q1 | $2K | Hold |
232
| – | – | ﹤0.01% | 3994 |
|
|
2015
Q4 | $3K | Hold |
232
| – | – | ﹤0.01% | 3934 |
|
|
2015
Q3 | $3K | Buy |
+232
| New | +$3.57K | ﹤0.01% | 3849 |
|
|
2015
Q2 | – | Sell |
-259
| Closed | -$6K | – | 2914 |
|
|
2015
Q1 | $6K | Sell |
259
-200
| -44% | -$4.87K | ﹤0.01% | 3476 |
|
|
2014
Q4 | $14K | Buy |
459
+209
| +84% | +$5.26K | ﹤0.01% | 2927 |
|
|
2014
Q3 | $6K | Sell |
250
-254
| -50% | -$5.84K | ﹤0.01% | 3220 |
|
|
2014
Q2 | $12K | Buy |
504
+459
| +1,020% | +$11.6K | ﹤0.01% | 2785 |
|
|
2014
Q1 | $1K | Sell |
45
-100
| -69% | -$3.22K | ﹤0.01% | 3528 |
|
|
2013
Q4 | $5K | Buy |
145
+23
| +19% | +$637 | ﹤0.01% | 2852 |
|
|
2013
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 2919 |
|
|
2013
Q2 | $3K | Buy |
+122
| New | +$2.44K | ﹤0.01% | 2740 |
|
Other funds holding UIS
NIM
IH
Creative Planning's UIS Position: Q2 2026 in Review
Creative Planning increased its Unisys (UIS) stake by 63% in Q2 2026, buying an estimated $104K and bringing the position to 85,878 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.
Creative Planning first reported a position in UIS in Q2 2013 and has held it in 24 quarters since. 154 funds tracked by Wall St. Rank hold UIS as of Q2 2026.
- Creative Planning held 85,878 shares of Unisys worth $314K as of Q2 2026.
- Creative Planning bought 33,164 Unisys shares in Q2 2026, an estimated $104K.
- Unisys made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3525 holding.
- Creative Planning first reported a position in Unisys in Q2 2013 and has held it in 24 quarters since.
- 154 funds tracked by Wall St. Rank held Unisys as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.