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Dogwood Wealth Management’s Unity U Stock Holding History

Dogwood Wealth Management’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 		$4.63K Hold
162
– – ﹤0.01% 520
2026
Q1 		$3.55K Buy
162
+82
+103% +$2.27K ﹤0.01% 539
2025
Q4 		$3.53K Hold
80
– – ﹤0.01% 480
2025
Q3 		$3.2K Hold
80
– – ﹤0.01% 464
2025
Q2 		$2.35K Hold
80
– – ﹤0.01% 547
2025
Q1 		$1.57K Hold
80
– – ﹤0.01% 388
2024
Q4 		$1.8K Buy
+80
New +$1.78K ﹤0.01% 234
2024
Q3 		– Hold
0
– – – 575
2024
Q1 		– Hold
0
– – – 614
2023
Q4 		– Hold
0
– – – 583

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

Dogwood Wealth Management's U Position: Q2 2026 in Review

Dogwood Wealth Management held its Unity (U) position steady in Q2 2026 at 162 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Dogwood Wealth Management first reported a position in U in Q4 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Dogwood Wealth Management held 162 shares of Unity worth $4.63K as of Q2 2026.
  • Dogwood Wealth Management left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Dogwood Wealth Management first reported a position in Unity in Q4 2024 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.