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	–	Hold	0	–	-$323K	–	747
2026 Q1	–	Hold	0	–	–	–	78
2025 Q4	–	Hold	0	–	–	–	51
2025 Q3	–	Hold	0	–	–	–	55
2025 Q2	–	Hold	0	–	–	–	61
2025 Q1	–	Hold	0	–	–	–	62
2024 Q4	–	Hold	0	–	–	–	64
2024 Q3	–	Hold	0	–	–	–	64
2024 Q2	–	Hold	0	–	–	–	67
2024 Q1	–	Hold	0	–	–	–	98
2023 Q4	–	Hold	0	–	-$235K	–	107
2023 Q3	–	Hold	0	–	–	–	87
2023 Q2	–	Hold	0	–	–	–	87
2023 Q1	–	Hold	0	–	–	–	137
2022 Q4	–	Hold	0	–	–	–	147
2022 Q3	–	Hold	0	–	–	–	129
2022 Q2	–	Sell	-1,200	Closed	-$119K	–	174
2022 Q1	$119K	Buy	+1,200	New	+$124K	0.01%	162

Other funds holding U

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

HCWM

Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 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. 130 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.
130 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.