HB Wealth Management’s Unity U Stock Holding History

HB Wealth Management’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	$7.85M	Buy	274,554 +26,762	+11%	+$712K	0.04%	200
2026 Q1	$5.44M	Sell	247,792 -243	-0.1%	-$6.74K	0.04%	248
2025 Q4	$11M	Buy	248,035 +2,303	+0.9%	+$93.9K	0.07%	143
2025 Q3	$9.84M	Buy	+245,732	New	+$9.11M	0.07%	151
2025 Q2	–	Sell	-111,563	Closed	-$2.19M	–	1297
2025 Q1	$2.19M	Buy	111,563 +3,775	+4%	+$85.2K	0.02%	360
2024 Q4	$2.42M	Buy	107,788 +405	+0.4%	+$9.01K	0.02%	252
2024 Q3	$2.43M	Buy	107,383 +1,181	+1%	+$20.4K	0.03%	248
2024 Q2	$1.73M	Buy	106,202 +48,110	+83%	+$1.03M	0.02%	285
2024 Q1	$1.55M	Buy	+58,092	New	+$1.83M	0.02%	289

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

HB Wealth Management's U Position: Q2 2026 in Review

HB Wealth Management increased its Unity (U) stake by 11% in Q2 2026, buying an estimated $712K and bringing the position to 274,554 shares worth $7.85M. The position accounts for 0.04% of the portfolio, ranked #200.

HB Wealth Management first reported a position in U in Q1 2024 and has held it in 9 quarters since. The position peaked at $11M in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

HB Wealth Management held 274,554 shares of Unity worth $7.85M as of Q2 2026.
HB Wealth Management bought 26,762 Unity shares in Q2 2026, an estimated $712K.
Unity made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #200 holding.
HB Wealth Management first reported a position in Unity in Q1 2024 and has held it in 9 quarters since.
HB Wealth Management's Unity position peaked at $11M in Q4 2025.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.