Integrated Wealth Concepts’s Unity U Stock Holding History

Integrated Wealth Concepts’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	$2.98M	Buy	104,354 +18,733	+22%	+$498K	0.02%	692
2026 Q1	$1.88M	Sell	85,621 -701	-0.8%	-$19.4K	0.02%	777
2025 Q4	$3.81M	Sell	86,322 -13,652	-14%	-$556K	0.05%	351
2025 Q3	$4M	Buy	99,974 +16,829	+20%	+$624K	0.04%	438
2025 Q2	$2.01M	Sell	83,145 -5,782	-7%	-$127K	0.02%	617
2025 Q1	$1.74M	Buy	88,927 +2,743	+3%	+$61.9K	0.02%	611
2024 Q4	$1.94M	Sell	86,184 -3,467	-4%	-$77.1K	0.02%	569
2024 Q3	$2.03M	Sell	89,651 -408	-0.5%	-$7.05K	0.02%	542
2024 Q2	$1.46M	Sell	90,059 -2,747	-3%	-$58.8K	0.02%	608
2024 Q1	$2.48M	Buy	+92,806	New	+$2.92M	0.04%	444

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

Integrated Wealth Concepts's U Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Unity (U) stake by 22% in Q2 2026, buying an estimated $498K and bringing the position to 104,354 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #692.

Integrated Wealth Concepts first reported a position in U in Q1 2024 and has held it in 10 quarters since. The position peaked at $4M in Q3 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Integrated Wealth Concepts held 104,354 shares of Unity worth $2.98M as of Q2 2026.
Integrated Wealth Concepts bought 18,733 Unity shares in Q2 2026, an estimated $498K.
Unity made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #692 holding.
Integrated Wealth Concepts first reported a position in Unity in Q1 2024 and has held it in 10 quarters since.
Integrated Wealth Concepts's Unity position peaked at $4M in Q3 2025.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.