JIC
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Johnson Investment Counsel’s Unity U Stock Holding History

Johnson Investment Counsel’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 		– Sell
-17,276
Closed -$379K – 860
2026
Q1 		$379K Buy
+17,276
New +$479K ﹤0.01% 663
2025
Q4 		– Sell
-17,016
Closed -$681K – 853
2025
Q3 		$681K Buy
+17,016
New +$631K 0.01% 507
2025
Q1 		– Sell
-22,774
Closed -$512K – 845
2024
Q4 		$512K Buy
22,774
+11,699
+106% +$260K 0.01% 526
2024
Q3 		$251K Sell
11,075
-13,010
-54% -$225K ﹤0.01% 693
2024
Q2 		$392K Buy
24,085
+4,516
+23% +$96.6K ﹤0.01% 538
2024
Q1 		$522K Sell
19,569
-663
-3% -$20.8K 0.01% 496
2023
Q4 		$827K Buy
20,232
+663
+3% +$20.4K 0.01% 394
2023
Q3 		$614K Sell
19,569
-26
-0.1% -$1K 0.01% 424
2023
Q2 		$851K Hold
19,595
– – 0.01% 379
2023
Q1 		$636K Sell
19,595
-4
-0% -$129 0.01% 421
2022
Q4 		$560K Buy
+19,599
New +$614K 0.01% 440

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

Johnson Investment Counsel's U Position: Q2 2026 in Review

Johnson Investment Counsel sold out of Unity (U) in Q2 2026, closing a stake of 17,276 shares — an estimated $379K sold.

Johnson Investment Counsel first reported a position in U in Q4 2022 and held it in 11 quarters. The position peaked at $851K in Q2 2023. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Johnson Investment Counsel reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Johnson Investment Counsel sold 17,276 Unity shares in Q2 2026, an estimated $379K.
  • Johnson Investment Counsel first reported a position in Unity in Q4 2022 and held it in 11 quarters.
  • Johnson Investment Counsel's Unity position peaked at $851K in Q2 2023.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.