Envestnet Asset Management
U icon

Envestnet Asset Management’s Unity U Stock Holding History

Envestnet Asset 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 		– Sell
-18,581
Closed -$408K – 4960
2026
Q1 		$408K Sell
18,581
-46,257
-71% -$1.28M ﹤0.01% 4075
2025
Q4 		$2.86M Buy
64,838
+52,960
+446% +$2.16M ﹤0.01% 2572
2025
Q3 		$476K Buy
11,878
+2,028
+21% +$75.2K ﹤0.01% 3795
2025
Q2 		$238K Buy
+9,850
New +$217K ﹤0.01% 4152
2024
Q4 		– Sell
-41,109
Closed -$930K – 4402
2024
Q3 		$930K Sell
41,109
-6,510
-14% -$112K ﹤0.01% 3181
2024
Q2 		$774K Sell
47,619
-26,709
-36% -$571K ﹤0.01% 3190
2024
Q1 		$1.98M Sell
74,328
-117,250
-61% -$3.68M ﹤0.01% 2577
2023
Q4 		$7.83M Sell
191,578
-72,304
-27% -$2.23M ﹤0.01% 1593
2023
Q3 		$8.28M Sell
263,882
-82,821
-24% -$3.19M ﹤0.01% 1492
2023
Q2 		$15.1M Sell
346,703
-12,380
-3% -$396K 0.01% 1069
2023
Q1 		$11.6M Sell
359,083
-146,172
-29% -$4.7M 0.01% 1163
2022
Q4 		$14.4M Sell
505,255
-3,935
-0.8% -$123K 0.01% 1011
2022
Q3 		$16.2M Sell
509,190
-70
-0% -$2.88K 0.01% 889
2022
Q2 		$18.8M Buy
509,260
+101,527
+25% +$5.76M 0.01% 818
2022
Q1 		$40.5M Buy
407,733
+113,579
+39% +$11.8M 0.02% 554
2021
Q4 		$42.1M Buy
294,154
+20,606
+8% +$3.15M 0.02% 543
2021
Q3 		$34.5M Buy
273,548
+35,301
+15% +$4.18M 0.02% 585
2021
Q2 		$26.2M Buy
238,247
+5,764
+2% +$566K 0.01% 677
2021
Q1 		$23.3M Buy
232,483
+217,297
+1,431% +$26.8M 0.02% 666
2020
Q4 		$2.33M Buy
+15,186
New +$1.85M ﹤0.01% 1671

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

Envestnet Asset Management's U Position: Q2 2026 in Review

Envestnet Asset Management sold out of Unity (U) in Q2 2026, closing a stake of 18,581 shares — an estimated $408K sold.

Envestnet Asset Management first reported a position in U in Q4 2020 and held it in 20 quarters. The position peaked at $42.1M in Q4 2021. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Envestnet Asset Management reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 18,581 Unity shares in Q2 2026, an estimated $408K.
  • Envestnet Asset Management first reported a position in Unity in Q4 2020 and held it in 20 quarters.
  • Envestnet Asset Management's Unity position peaked at $42.1M in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.