IMA Advisory Services’s Unity U Stock Holding History

IMA Advisory 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 Q1	$1.45K	Hold	66	–	–	﹤0.01%	717
2025 Q4	$2.92K	Buy	66 +57	+633%	+$2.32K	﹤0.01%	568
2025 Q3	$360	Hold	9	–	–	﹤0.01%	436
2025 Q2	$218	Buy	+9	New	+$198	﹤0.01%	474

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IMA Advisory Services's U Position: Q1 2026 in Review

IMA Advisory Services held its Unity (U) position steady in Q1 2026 at 66 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

IMA Advisory Services first reported a position in U in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.92K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

IMA Advisory Services held 66 shares of Unity worth $1.45K as of Q1 2026.
IMA Advisory Services left its Unity share count unchanged in Q1 2026.
Unity made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #717 holding.
IMA Advisory Services first reported a position in Unity in Q2 2025 and has held it in 4 quarters since.
IMA Advisory Services's Unity position peaked at $2.92K in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.