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Financial Perspectives’s Unity U Stock Holding History

Financial Perspectives’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 		$33.3K Hold
1,166
– – 0.01% 391
2026
Q1 		$25.6K Hold
1,166
– – 0.01% 412
2025
Q4 		$51.5K Hold
1,166
– – 0.01% 310
2025
Q3 		$46.7K Hold
1,166
– – 0.01% 321
2025
Q2 		$28.2K Hold
1,166
– – 0.01% 377
2025
Q1 		$22.8K Hold
1,166
– – 0.01% 397
2024
Q4 		$26.2K Sell
1,166
-4,471
-79% -$99.4K 0.01% 378
2024
Q3 		$128K Hold
5,637
– – 0.04% 187
2024
Q2 		$91.7K Hold
5,637
– – 0.03% 210
2024
Q1 		$151K Hold
5,637
– – 0.06% 163
2023
Q4 		$230K Hold
5,637
– – 0.09% 129
2023
Q3 		$177K Hold
5,637
– – 0.08% 140
2023
Q2 		$245K Hold
5,637
– – 0.11% 111
2023
Q1 		$183K Buy
5,637
+202
+4% +$6.5K 0.09% 129
2022
Q4 		$155K Sell
5,435
-1,200
-18% -$37.6K 0.08% 139
2022
Q3 		$211K Buy
6,635
+462
+7% +$19K 0.12% 113
2022
Q2 		$227K Hold
6,173
– – 0.13% 104
2022
Q1 		$612K Buy
6,173
+207
+3% +$21.4K 0.29% 54
2021
Q4 		$853K Buy
5,966
+124
+2% +$18.9K 0.4% 41
2021
Q3 		$738K Hold
5,842
– – 0.37% 48
2021
Q2 		$642K Buy
5,842
+72
+1% +$7.08K 0.31% 57
2021
Q1 		$579K Buy
5,770
+3,588
+164% +$442K 0.31% 55
2020
Q4 		$335K Buy
+2,182
New +$265K 0.19% 78

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

Financial Perspectives's U Position: Q2 2026 in Review

Financial Perspectives held its Unity (U) position steady in Q2 2026 at 1,166 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #391.

Financial Perspectives first reported a position in U in Q4 2020 and has held it in 23 quarters since. The position peaked at $853K in Q4 2021. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Financial Perspectives held 1,166 shares of Unity worth $33.3K as of Q2 2026.
  • Financial Perspectives left its Unity share count unchanged in Q2 2026.
  • Unity made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #391 holding.
  • Financial Perspectives first reported a position in Unity in Q4 2020 and has held it in 23 quarters since.
  • Financial Perspectives's Unity position peaked at $853K in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.