Global Retirement Partners’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
$56.5K Buy
+1,976
New +$52.6K ﹤0.01% 2439
2025
Q4
$183K Buy
4,154
+3,646
+718% +$149K ﹤0.01% 1521
2025
Q3
$20.3K Buy
508
+12
+2% +$445 ﹤0.01% 2394
2025
Q2
$12K Buy
+496
New +$10.9K ﹤0.01% 2520
2024
Q4
$4.11K Buy
183
+40
+28% +$890 ﹤0.01% 2773
2024
Q3
$3.23K Sell
143
-13
-8% -$225 ﹤0.01% 2755
2024
Q2
$2.54K Sell
156
-380
-71% -$8.13K ﹤0.01% 2885
2024
Q1
$14.3K Sell
536
-48
-8% -$1.51K ﹤0.01% 1958
2023
Q4
$19.9K Sell
584
-1,168
-67% -$36K ﹤0.01% 1757
2023
Q3
$51.6K Buy
1,752
+926
+112% +$35.7K ﹤0.01% 1256
2023
Q2
$35.9K Hold
826
– – ﹤0.01% 1429
2023
Q1
$20.6K Buy
826
+733
+788% +$23.6K ﹤0.01% 1627
2022
Q4
$2.66K Sell
93
-6
-6% -$188 ﹤0.01% 2257
2022
Q3
$3K Buy
99
+39
+65% +$1.6K ﹤0.01% 2161
2022
Q2
$2K Hold
60
– – ﹤0.01% 2285
2022
Q1
$2K Buy
+60
New +$6.21K ﹤0.01% 2253
2021
Q3
– Sell
-50
Closed -$5K – 2059
2021
Q2
$5K Buy
+50
New +$4.91K ﹤0.01% 1593

Other funds holding U

Global Retirement Partners's U Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Unity (U) in Q2 2026: 1,976 shares worth $56.5K. The stake represents ﹤0.01% of the portfolio and ranks #2439 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in U as recently as Q4 2025.

Global Retirement Partners first reported a position in U in Q2 2021 and has held it in 17 quarters since. The position peaked at $183K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Global Retirement Partners held 1,976 shares of Unity worth $56.5K as of Q2 2026.
  • Unity was a new Global Retirement Partners position in Q2 2026.
  • Unity made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2439 holding.
  • Global Retirement Partners first reported a position in Unity in Q2 2021 and has held it in 17 quarters since.
  • Global Retirement Partners's Unity position peaked at $183K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.