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DHJJ Financial Advisors’s Unity U Stock Holding History

DHJJ Financial Advisors’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 		$5.72K Hold
200
– – ﹤0.01% 660
2026
Q1 		$4.39K Hold
200
– – ﹤0.01% 670
2025
Q4 		$8.83K Hold
200
– – ﹤0.01% 582
2025
Q3 		$8.01K Hold
200
– – ﹤0.01% 575
2025
Q2 		$4.84K Buy
+200
New +$4.4K ﹤0.01% 609

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DHJJ Financial Advisors's U Position: Q2 2026 in Review

DHJJ Financial Advisors held its Unity (U) position steady in Q2 2026 at 200 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

DHJJ Financial Advisors first reported a position in U in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.83K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • DHJJ Financial Advisors held 200 shares of Unity worth $5.72K as of Q2 2026.
  • DHJJ Financial Advisors left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #660 holding.
  • DHJJ Financial Advisors first reported a position in Unity in Q2 2025 and has held it in 5 quarters since.
  • DHJJ Financial Advisors's Unity position peaked at $8.83K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.