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
Q2 		$704K Buy
+24,640
New +$655K ﹤0.01% 2149
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 $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

Janney Montgomery Scott's U Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Unity (U) in Q2 2026: 24,640 shares worth $704K. The stake represents ﹤0.01% of the portfolio and ranks #2149 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in U as recently as Q4 2025.

Janney Montgomery Scott first reported a position in U in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.75M in Q3 2021. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Janney Montgomery Scott held 24,640 shares of Unity worth $704K as of Q2 2026.
  • Unity was a new Janney Montgomery Scott position in Q2 2026.
  • Unity made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2149 holding.
  • Janney Montgomery Scott first reported a position in Unity in Q4 2020 and has held it in 19 quarters since.
  • Janney Montgomery Scott's Unity position peaked at $2.75M in Q3 2021.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.