FFO
U icon

Fortitude Family Office’s Unity U Stock Holding History

Fortitude Family Office’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
Q3 		$34.4K Buy
840
+302
+56% +$11.6K 0.01% 605
2026
Q2 		$15.4K Buy
538
+477
+782% +$12.7K ﹤0.01% 622
2026
Q1 		$1.34K Sell
61
-99
-62% -$2.75K ﹤0.01% 1426
2025
Q4 		$7.07K Buy
160
+11
+7% +$448 ﹤0.01% 694
2025
Q3 		$5.97K Buy
149
+26
+21% +$964 ﹤0.01% 748
2025
Q2 		$2.98K Buy
+123
New +$2.71K ﹤0.01% 1012
2024
Q1 		– Sell
-66
Closed -$2.7K – 1085
2023
Q4 		$2.7K Buy
+66
New +$2.03K ﹤0.01% 828

Other funds holding U

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Fortitude Family Office's U Position: Q3 2026 in Review

Fortitude Family Office increased its Unity (U) stake by 56% in Q3 2026, buying an estimated $11.6K and bringing the position to 840 shares worth $34.4K. The position accounts for 0.01% of the portfolio, ranked #605.

Fortitude Family Office first reported a position in U in Q4 2023 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Fortitude Family Office held 840 shares of Unity worth $34.4K as of Q3 2026.
  • Fortitude Family Office bought 302 Unity shares in Q3 2026, an estimated $11.6K.
  • Unity made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #605 holding.
  • Fortitude Family Office first reported a position in Unity in Q4 2023 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.