IA
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IFP Advisors’s Unity U Stock Holding History

IFP 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 		$114K Buy
3,997
+712
+22% +$18.9K ﹤0.01% 1885
2026
Q1 		$72.1K Buy
3,285
+1,031
+46% +$28.6K ﹤0.01% 2039
2025
Q4 		$99.6K Buy
2,254
+508
+29% +$20.7K ﹤0.01% 1792
2025
Q3 		$69.9K Buy
+1,746
New +$64.7K ﹤0.01% 1899
2025
Q2 		– Sell
-618
Closed -$13.6K – 2087
2025
Q1 		$12.1K Sell
618
-149
-19% -$3.36K ﹤0.01% 2517
2024
Q4 		$17.7K Buy
767
+297
+63% +$6.61K ﹤0.01% 2303
2024
Q3 		$10.6K Buy
470
+211
+81% +$3.64K ﹤0.01% 2398
2024
Q2 		$4.21K Sell
259
-4,886
-95% -$105K ﹤0.01% 2621
2024
Q1 		$137K Sell
5,145
-299
-5% -$9.4K 0.01% 1165
2023
Q4 		$223K Buy
5,444
+454
+9% +$14K 0.01% 902
2023
Q3 		$157K Buy
4,990
+4,071
+443% +$157K 0.01% 1077
2023
Q2 		$39.9K Buy
919
+725
+374% +$23.2K ﹤0.01% 1707
2023
Q1 		$13.3K Sell
194
-1,727
-90% -$55.5K ﹤0.01% 2185
2022
Q4 		$138K Sell
1,921
-853
-31% -$26.7K ﹤0.01% 1562
2022
Q3 		$195K Sell
2,774
-34
-1% -$1.4K 0.01% 1417
2022
Q2 		$197K Hold
2,808
– – 0.01% 1288
2022
Q1 		$197K Buy
2,808
+2,449
+682% +$254K 0.01% 1288
2021
Q4 		$52K Buy
359
+103
+40% +$15.7K ﹤0.01% 1540
2021
Q3 		$34K Sell
256
-372
-59% -$44K ﹤0.01% 1750
2021
Q2 		$70K Sell
628
-820
-57% -$80.6K ﹤0.01% 1386
2021
Q1 		$149K Buy
1,448
+834
+136% +$103K ﹤0.01% 984
2020
Q4 		$94K Buy
614
+414
+207% +$50.3K ﹤0.01% 1165
2020
Q3 		$18K Buy
+200
New +$16.9K ﹤0.01% 1693

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IFP Advisors's U Position: Q2 2026 in Review

IFP Advisors increased its Unity (U) stake by 22% in Q2 2026, buying an estimated $18.9K and bringing the position to 3,997 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

IFP Advisors first reported a position in U in Q3 2020 and has held it in 23 quarters since. The position peaked at $223K in Q4 2023. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • IFP Advisors held 3,997 shares of Unity worth $114K as of Q2 2026.
  • IFP Advisors bought 712 Unity shares in Q2 2026, an estimated $18.9K.
  • Unity made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1885 holding.
  • IFP Advisors first reported a position in Unity in Q3 2020 and has held it in 23 quarters since.
  • IFP Advisors's Unity position peaked at $223K in Q4 2023.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.