HCWM
U icon

Hidden Cove Wealth Management’s Unity U Stock Holding History

Hidden Cove 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 		$3.78M Hold
132,301
– – 2.08% 12
2026
Q1 		$2.9M Sell
132,301
-6
-0% -$166 1.86% 16
2025
Q4 		$5.84M Buy
132,307
+4
+0% +$163 3.78% 6
2025
Q3 		$5.3M Sell
132,303
-8,798
-6% -$326K 3.5% 7
2025
Q2 		$3.41M Hold
141,101
– – 2.47% 10
2025
Q1 		$2.76M Hold
141,101
– – 2.19% 12
2024
Q4 		$3.17M Buy
+141,101
New +$3.14M 2.57% 9

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Hidden Cove Wealth Management's U Position: Q2 2026 in Review

Hidden Cove Wealth Management held its Unity (U) position steady in Q2 2026 at 132,301 shares worth $3.78M. The position accounts for 2.08% of the portfolio, ranked #12.

Hidden Cove Wealth Management first reported a position in U in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.84M in Q4 2025. 70 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Hidden Cove Wealth Management held 132,301 shares of Unity worth $3.78M as of Q2 2026.
  • Hidden Cove Wealth Management left its Unity share count unchanged in Q2 2026.
  • Unity made up 2.08% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Hidden Cove Wealth Management first reported a position in Unity in Q4 2024 and has held it in 7 quarters since.
  • Hidden Cove Wealth Management's Unity position peaked at $5.84M in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.