Janney Montgomery Scott
U icon

Janney Montgomery Scott’s Unity U Stock Holding History

Janney Montgomery Scott’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 		– Sell
-15,717
Closed -$694K – 3056
2025
Q4 		$694K Buy
15,717
+7,736
+97% +$315K ﹤0.01% 1978
2025
Q3 		$320K Buy
+7,981
New +$296K ﹤0.01% 2456
2025
Q2 		– Sell
-29,085
Closed -$570K – 2831
2025
Q1 		$570K Buy
29,085
+15,633
+116% +$353K ﹤0.01% 1901
2024
Q4 		$302K Sell
13,452
-20,789
-61% -$462K ﹤0.01% 2305
2024
Q3 		$775K Sell
34,241
-10,354
-23% -$179K ﹤0.01% 1677
2024
Q2 		$725K Buy
44,595
+29,353
+193% +$628K ﹤0.01% 1643
2024
Q1 		$407K Sell
15,242
-20,094
-57% -$631K ﹤0.01% 2136
2023
Q4 		$1.45M Buy
35,336
+7,484
+27% +$231K ﹤0.01% 1253
2023
Q3 		$874K Sell
27,852
-11,409
-29% -$439K ﹤0.01% 1415
2023
Q2 		$1.71M Buy
39,261
+21,464
+121% +$687K 0.01% 1152
2023
Q1 		$577K Buy
17,797
+5,071
+40% +$163K ﹤0.01% 1635
2022
Q4 		$364K Buy
12,726
+2,019
+19% +$63.2K ﹤0.01% 1977
2022
Q3 		$341K Sell
10,707
-3,161
-23% -$130K ﹤0.01% 1918
2022
Q2 		$511K Sell
13,868
-1,350
-9% -$76.7K ﹤0.01% 1613
2022
Q1 		$1.51M Buy
+15,218
New +$1.58M 0.01% 1052
2021
Q4 		– Sell
-21,797
Closed -$2.75M – 2429
2021
Q3 		$2.75M Buy
+21,797
New +$2.58M 0.01% 808
2021
Q2 		– Sell
-3,451
Closed -$346K – 2303
2021
Q1 		$346K Sell
3,451
-194
-5% -$23.9K ﹤0.01% 1785
2020
Q4 		$559K Buy
+3,645
New +$443K ﹤0.01% 1501

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
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
AM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Janney Montgomery Scott's U Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Unity (U) in Q1 2026, closing a stake of 15,717 shares — an estimated $694K sold.

Janney Montgomery Scott first reported a position in U in Q4 2020 and held it in 18 quarters. The position peaked at $2.75M in Q3 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 15,717 Unity shares in Q1 2026, an estimated $694K.
  • Janney Montgomery Scott first reported a position in Unity in Q4 2020 and held it in 18 quarters.
  • Janney Montgomery Scott's Unity position peaked at $2.75M in Q3 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.