CX Institutional’s Unity U Stock Holding History

CX Institutional’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 Q3	$164K	Sell	3,998 -693	-15%	-$26.6K	﹤0.01%	780
2026 Q2	$134K	Buy	4,691 +3,935	+521%	+$105K	﹤0.01%	813
2026 Q1	$17K	Hold	756	–	–	﹤0.01%	1169
2025 Q4	$33K	Sell	756 -3	-0.4%	-$122	﹤0.01%	1037
2025 Q3	$30K	Sell	759 -255	-25%	-$9.46K	﹤0.01%	1036
2025 Q2	$25K	Buy	+1,014	New	+$22.3K	﹤0.01%	939
2022 Q3	–	Sell	-225	Closed	-$8K	–	1085
2022 Q2	$8K	Buy	+225	New	+$12.8K	﹤0.01%	986
2021 Q4	–	Sell	-14,222	Closed	-$1.8M	–	854
2021 Q3	$1.8M	Sell	14,222 -1,132	-7%	-$134K	0.15%	156
2021 Q2	$1.69M	Buy	+15,354	New	+$1.51M	0.14%	171

Other funds holding U

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CX Institutional's U Position: Q3 2026 in Review

CX Institutional reduced its Unity (U) stake by 15% in Q3 2026, selling an estimated $26.6K and leaving 3,998 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

CX Institutional first reported a position in U in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2021. 105 funds tracked by Wall St. Rank hold U as of Q3 2026.

CX Institutional held 3,998 shares of Unity worth $164K as of Q3 2026.
CX Institutional sold 693 Unity shares in Q3 2026, an estimated $26.6K.
Unity made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #780 holding.
CX Institutional first reported a position in Unity in Q2 2021 and has held it in 9 quarters since.
CX Institutional's Unity position peaked at $1.8M in Q3 2021.
105 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.