EWP
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Elevation Wealth Partners’s Unity U Stock Holding History

Elevation Wealth Partners’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 		$65.3K Buy
2,286
+1,172
+105% +$31.2K 0.02% 243
2026
Q1 		$24.4K Buy
1,114
+967
+658% +$26.8K 0.01% 337
2025
Q4 		$6.49K Buy
+147
New +$5.99K ﹤0.01% 571

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

Elevation Wealth Partners's U Position: Q2 2026 in Review

Elevation Wealth Partners increased its Unity (U) stake by 105% in Q2 2026, buying an estimated $31.2K and bringing the position to 2,286 shares worth $65.3K. The position accounts for 0.02% of the portfolio, ranked #243.

Elevation Wealth Partners first reported a position in U in Q4 2025 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Elevation Wealth Partners held 2,286 shares of Unity worth $65.3K as of Q2 2026.
  • Elevation Wealth Partners bought 1,172 Unity shares in Q2 2026, an estimated $31.2K.
  • Unity made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #243 holding.
  • Elevation Wealth Partners first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.