DecisionPoint Financial
U icon

DecisionPoint Financial’s Unity U Stock Holding History

DecisionPoint Financial’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 		$437 Buy
10
+4
+67% +$154 ﹤0.01% 798
2026
Q2 		$182 Buy
+6
New +$160 ﹤0.01% 985
2025
Q3 		– Sell
-2
Closed -$49 – 674
2025
Q2 		$49 Buy
+2
New +$44 ﹤0.01% 636

Other funds holding U

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

DecisionPoint Financial's U Position: Q3 2026 in Review

DecisionPoint Financial increased its Unity (U) stake by 67% in Q3 2026, buying an estimated $154 and bringing the position to 10 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #798.

DecisionPoint Financial first reported a position in U in Q2 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • DecisionPoint Financial held 10 shares of Unity worth $437 as of Q3 2026.
  • DecisionPoint Financial bought 4 Unity shares in Q3 2026, an estimated $154.
  • Unity made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #798 holding.
  • DecisionPoint Financial first reported a position in Unity in Q2 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.