Focus Partners Wealth’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.59M Buy
+55,721
New +$1.48M ﹤0.01% 1434
2026
Q1
Sell
-13,593
Closed -$579K 2837
2025
Q4
$579K Buy
13,593
+2,249
+20% +$91.7K ﹤0.01% 1892
2025
Q3
$454K Buy
11,344
+2,890
+34% +$107K ﹤0.01% 1652
2025
Q2
$205K Sell
8,454
-4,813
-36% -$106K ﹤0.01% 1865
2025
Q1
$260K Buy
+13,267
New +$300K ﹤0.01% 1641
2024
Q2
Sell
-34,432
Closed -$919K 1264
2024
Q1
$919K Buy
+34,432
New +$1.08M 0.01% 620

Other funds holding U

Focus Partners Wealth's U Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Unity (U) in Q2 2026: 55,721 shares worth $1.59M. The stake represents ﹤0.01% of the portfolio and ranks #1434 among its holdings. This is a return to the name: Focus Partners Wealth previously reported a position in U as recently as Q4 2025.

Focus Partners Wealth first reported a position in U in Q1 2024 and has held it in 6 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Focus Partners Wealth held 55,721 shares of Unity worth $1.59M as of Q2 2026.
  • Unity was a new Focus Partners Wealth position in Q2 2026.
  • Unity made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1434 holding.
  • Focus Partners Wealth first reported a position in Unity in Q1 2024 and has held it in 6 quarters since.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.