Eminence Capital’s Unity U Stock Holding History

Eminence Capital’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	–	Sell	-724,782	Closed	-$15.9M	–	27
2026 Q1	$15.9M	Buy	+724,782	New	+$20.1M	0.36%	33

Other funds holding U

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Eminence Capital's U Position: Q2 2026 in Review

Eminence Capital sold out of Unity (U) in Q2 2026, closing a stake of 724,782 shares — an estimated $15.9M sold.

Eminence Capital first reported a position in U in Q1 2026 and held it in 1 quarter. The position peaked at $15.9M in Q1 2026. 43 funds tracked by Wall St. Rank hold U as of Q2 2026.

Eminence Capital reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
Eminence Capital sold 724,782 Unity shares in Q2 2026, an estimated $15.9M.
Eminence Capital first reported a position in Unity in Q1 2026 and held it in 1 quarter.
Eminence Capital's Unity position peaked at $15.9M in Q1 2026.
43 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.