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 Q2	$134K	Buy	4,691 +3,935	+521%	+$105K	﹤0.01%	812
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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CX Institutional's U Position: Q2 2026 in Review

CX Institutional increased its Unity (U) stake by 521% in Q2 2026, buying an estimated $105K and bringing the position to 4,691 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

CX Institutional first reported a position in U in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.8M in Q3 2021. 58 funds tracked by Wall St. Rank hold U as of Q2 2026.

CX Institutional held 4,691 shares of Unity worth $134K as of Q2 2026.
CX Institutional bought 3,935 Unity shares in Q2 2026, an estimated $105K.
Unity made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #812 holding.
CX Institutional first reported a position in Unity in Q2 2021 and has held it in 8 quarters since.
CX Institutional's Unity position peaked at $1.8M in Q3 2021.
58 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.