EWA
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EverSource Wealth Advisors’s Unity U Stock Holding History

EverSource Wealth Advisors’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
Q1 		$21.6K Buy
983
+175
+22% +$4.85K ﹤0.01% 2459
2025
Q4 		$35.7K Sell
808
-379
-32% -$15.4K ﹤0.01% 1986
2025
Q3 		$47.5K Buy
1,187
+533
+81% +$19.8K ﹤0.01% 1753
2025
Q2 		$15.8K Sell
654
-1,366
-68% -$30.1K ﹤0.01% 2477
2025
Q1 		$39.6K Buy
2,020
+1,159
+135% +$26.2K ﹤0.01% 1355
2024
Q4 		$19.3K Sell
861
-52
-6% -$1.16K ﹤0.01% 1642
2024
Q3 		$20.7K Buy
913
+736
+416% +$12.7K ﹤0.01% 1468
2024
Q2 		$2.9K Sell
177
-77
-30% -$1.65K ﹤0.01% 2425
2024
Q1 		$6.16K Buy
254
+200
+370% +$6.29K ﹤0.01% 1943
2023
Q4 		$2.21K Buy
+54
New +$1.66K ﹤0.01% 2137
2023
Q1 		– Sell
-44
Closed -$1.26K – 2533
2022
Q4 		$1.26K Sell
44
-456
-91% -$14.3K ﹤0.01% 2035
2022
Q3 		$16K Hold
500
– – ﹤0.01% 987
2022
Q2 		$18K Hold
500
– – ﹤0.01% 861
2022
Q1 		$50K Hold
500
– – 0.01% 467
2021
Q4 		$71K Buy
+500
New +$76.4K 0.02% 362

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's U Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Unity (U) stake by 22% in Q1 2026, buying an estimated $4.85K and bringing the position to 983 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

EverSource Wealth Advisors first reported a position in U in Q4 2021 and has held it in 15 quarters since. The position peaked at $71K in Q4 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • EverSource Wealth Advisors held 983 shares of Unity worth $21.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 175 Unity shares in Q1 2026, an estimated $4.85K.
  • Unity made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2459 holding.
  • EverSource Wealth Advisors first reported a position in Unity in Q4 2021 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Unity position peaked at $71K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.