HFS
U icon

Hughes Financial Services’s Unity U Stock Holding History

Hughes Financial Services’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 		$257 Buy
9
+5
+125% +$133 ﹤0.01% 1221
2026
Q1 		$88 Sell
4
-22
-85% -$610 ﹤0.01% 1321
2025
Q4 		$1.15K Hold
26
– – ﹤0.01% 690
2025
Q3 		$1.12K Hold
26
– – ﹤0.01% 689
2025
Q2 		$830 Buy
26
+6
+30% +$132 ﹤0.01% 745
2025
Q1 		$404 Buy
+20
New +$452 ﹤0.01% 1012

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
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
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
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM

Hughes Financial Services's U Position: Q2 2026 in Review

Hughes Financial Services increased its Unity (U) stake by 125% in Q2 2026, buying an estimated $133 and bringing the position to 9 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Hughes Financial Services first reported a position in U in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15K in Q4 2025. 95 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Hughes Financial Services held 9 shares of Unity worth $257 as of Q2 2026.
  • Hughes Financial Services bought 5 Unity shares in Q2 2026, an estimated $133.
  • Unity made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1221 holding.
  • Hughes Financial Services first reported a position in Unity in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's Unity position peaked at $1.15K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.