Halbert Hargrove Global Advisors’s Unity U Stock Holding History

Halbert Hargrove Global 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	$621K	Hold	21,725	–	–	0.03%	62
2026 Q1	$477K	Hold	21,725	–	–	0.02%	64
2025 Q4	$960K	Buy	21,725 +2,728	+14%	+$111K	0.05%	49
2025 Q3	$761K	Buy	18,997 +72	+0.4%	+$2.67K	0.04%	54
2025 Q2	$458K	Hold	18,925	–	–	0.02%	60
2025 Q1	$371K	Hold	18,925	–	–	0.02%	61
2024 Q4	$425K	Hold	18,925	–	–	0.02%	63
2024 Q3	$428K	Sell	18,925 -6,000	-24%	-$104K	0.02%	63
2024 Q2	$405K	Buy	24,925 +9,783	+65%	+$209K	0.02%	62
2024 Q1	$404K	Buy	+15,142	New	+$476K	0.03%	69
2023 Q4	–	Sell	-7,500	Closed	-$235K	–	106
2023 Q3	$235K	Sell	7,500 -2	-0%	-$77	0.02%	86
2023 Q2	$326K	Sell	7,502 -2,123	-22%	-$68K	0.02%	68
2023 Q1	$312K	Buy	9,625 +31	+0.3%	+$997	0.02%	105
2022 Q4	$274K	Buy	9,594 +481	+5%	+$15.1K	0.02%	114
2022 Q3	$290K	Buy	+9,113	New	+$375K	0.02%	110
2022 Q2	–	Sell	-3,023	Closed	-$300K	–	173
2022 Q1	$300K	Buy	+3,023	New	+$313K	0.02%	117

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's U Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Unity (U) position steady in Q2 2026 at 21,725 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #62.

Halbert Hargrove Global Advisors first reported a position in U in Q1 2022 and has held it in 16 quarters since. The position peaked at $960K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

Halbert Hargrove Global Advisors held 21,725 shares of Unity worth $621K as of Q2 2026.
Halbert Hargrove Global Advisors left its Unity share count unchanged in Q2 2026.
Unity made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #62 holding.
Halbert Hargrove Global Advisors first reported a position in Unity in Q1 2022 and has held it in 16 quarters since.
Halbert Hargrove Global Advisors's Unity position peaked at $960K in Q4 2025.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.