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Harbor Investment Advisory’s Unity U Stock Holding History

Harbor Investment Advisory’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 		$6.43K Buy
+157
New +$6.03K ﹤0.01% 1161
2024
Q3 		– Sell
-7
Closed -$114 – 1304
2024
Q2 		$114 Buy
+7
New +$150 ﹤0.01% 1248
2024
Q1 		– Sell
-119
Closed -$4.87K – 1356
2023
Q4 		$4.87K Buy
119
+26
+28% +$801 ﹤0.01% 952
2023
Q3 		$2.92K Sell
93
-412
-82% -$15.9K ﹤0.01% 996
2023
Q2 		$21.9K Hold
505
– – ﹤0.01% 887
2023
Q1 		$16.4K Buy
505
+6
+1% +$193 ﹤0.01% 945
2022
Q4 		$14.3K Sell
499
-45
-8% -$1.41K ﹤0.01% 959
2022
Q3 		$17K Buy
544
+47
+9% +$1.93K ﹤0.01% 947
2022
Q2 		$18K Buy
497
+85
+21% +$4.83K ﹤0.01% 929
2022
Q1 		$41K Buy
+412
New +$42.7K 0.01% 796
2021
Q4 		– Sell
-51
Closed -$6K – 1370
2021
Q3 		$6K Buy
+51
New +$6.04K ﹤0.01% 1140

Other funds holding U

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
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Harbor Investment Advisory's U Position: Q3 2026 in Review

Harbor Investment Advisory opened a new position in Unity (U) in Q3 2026: 157 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in U as recently as Q2 2024.

Harbor Investment Advisory first reported a position in U in Q3 2021 and has held it in 11 quarters since. The position peaked at $41K in Q1 2022. 34 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Harbor Investment Advisory held 157 shares of Unity worth $6.43K as of Q3 2026.
  • Unity was a new Harbor Investment Advisory position in Q3 2026.
  • Unity made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1161 holding.
  • Harbor Investment Advisory first reported a position in Unity in Q3 2021 and has held it in 11 quarters since.
  • Harbor Investment Advisory's Unity position peaked at $41K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.