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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
Q2 		$178K Buy
6,213
+5,230
+532% +$139K 0.01% 1060
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 $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

EverSource Wealth Advisors's U Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Unity (U) stake by 532% in Q2 2026, buying an estimated $139K and bringing the position to 6,213 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #1060.

EverSource Wealth Advisors first reported a position in U in Q4 2021 and has held it in 16 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • EverSource Wealth Advisors held 6,213 shares of Unity worth $178K as of Q2 2026.
  • EverSource Wealth Advisors bought 5,230 Unity shares in Q2 2026, an estimated $139K.
  • Unity made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1060 holding.
  • EverSource Wealth Advisors first reported a position in Unity in Q4 2021 and has held it in 16 quarters since.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.