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Cromwell Holdings’s Unity U Stock Holding History

Cromwell Holdings’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 		$3.26K Buy
114
+60
+111% +$1.6K ﹤0.01% 750
2026
Q1 		$1.19K Buy
54
+11
+26% +$305 ﹤0.01% 819
2025
Q4 		$1.9K Hold
43
– – ﹤0.01% 698
2025
Q3 		$1.72K Hold
43
– – ﹤0.01% 728
2025
Q2 		$1.04K Buy
43
+31
+258% +$682 ﹤0.01% 804
2025
Q1 		$235 Buy
+12
New +$271 ﹤0.01% 808

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cromwell Holdings's U Position: Q2 2026 in Review

Cromwell Holdings increased its Unity (U) stake by 111% in Q2 2026, buying an estimated $1.6K and bringing the position to 114 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Cromwell Holdings first reported a position in U in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Cromwell Holdings held 114 shares of Unity worth $3.26K as of Q2 2026.
  • Cromwell Holdings bought 60 Unity shares in Q2 2026, an estimated $1.6K.
  • Unity made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #750 holding.
  • Cromwell Holdings first reported a position in Unity in Q1 2025 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.