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Diversified Trust’s Unisys UIS Stock Holding History

Diversified Trust’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,583
Closed -$61.2K – 1202
2026
Q1 		$61.2K Buy
29,583
+8,270
+39% +$20.8K ﹤0.01% 1024
2025
Q4 		$58.8K Hold
21,313
– – ﹤0.01% 1016
2025
Q3 		$83.1K Hold
21,313
– – ﹤0.01% 971
2025
Q2 		$96.5K Hold
21,313
– – ﹤0.01% 908
2025
Q1 		$97.8K Sell
21,313
-300
-1% -$1.67K ﹤0.01% 894
2024
Q4 		$137K Buy
21,613
+2,380
+12% +$16.6K ﹤0.01% 866
2024
Q3 		$109K Buy
19,233
+132
+0.7% +$654 ﹤0.01% 868
2024
Q2 		$78.9K Buy
19,101
+568
+3% +$2.78K ﹤0.01% 838
2024
Q1 		$91K Hold
18,533
– – ﹤0.01% 798
2023
Q4 		$104K Buy
+18,533
New +$78.7K ﹤0.01% 835
2020
Q3 		– Sell
-11,730
Closed -$128K – 694
2020
Q2 		$128K Buy
+11,730
New +$136K 0.01% 516

Other funds holding UIS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Diversified Trust's UIS Position: Q2 2026 in Review

Diversified Trust sold out of Unisys (UIS) in Q2 2026, closing a stake of 29,583 shares — an estimated $61.2K sold.

Diversified Trust first reported a position in UIS in Q2 2020 and held it in 11 quarters. The position peaked at $137K in Q4 2024. 9 funds tracked by Wall St. Rank hold UIS as of Q2 2026.

  • Diversified Trust reported no remaining Unisys position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 29,583 Unisys shares in Q2 2026, an estimated $61.2K.
  • Diversified Trust first reported a position in Unisys in Q2 2020 and held it in 11 quarters.
  • Diversified Trust's Unisys position peaked at $137K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Unisys as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.