Jones Financial Companies
U icon

Jones Financial Companies’s Unity U Stock Holding History

Jones Financial Companies’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 		$522K Sell
18,482
-1,244
-6% -$33.1K ﹤0.01% 2198
2026
Q1 		$384K Buy
19,726
+13,379
+211% +$371K ﹤0.01% 2155
2025
Q4 		$280K Buy
6,347
+316
+5% +$12.9K ﹤0.01% 1757
2025
Q3 		$258K Buy
6,031
+1,193
+25% +$44.2K ﹤0.01% 1688
2025
Q2 		$118K Buy
4,838
+1,994
+70% +$43.9K ﹤0.01% 1864
2025
Q1 		$58.4K Buy
2,844
+942
+50% +$21.3K ﹤0.01% 1994
2024
Q4 		$42.7K Buy
1,902
+1,125
+145% +$25K ﹤0.01% 1935
2024
Q3 		$17.6K Buy
777
+530
+215% +$9.15K ﹤0.01% 2003
2024
Q2 		$4.02K Buy
247
+216
+697% +$4.62K ﹤0.01% 1991
2024
Q1 		$828 Buy
+31
New +$974 ﹤0.01% 1315
2023
Q1 		– Sell
-28
Closed -$1K – 775
2022
Q4 		$1K Buy
+28
New +$877 ﹤0.01% 712

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

Jones Financial Companies's U Position: Q2 2026 in Review

Jones Financial Companies reduced its Unity (U) stake by 6.3% in Q2 2026, selling an estimated $33.1K and leaving 18,482 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Jones Financial Companies first reported a position in U in Q4 2022 and has held it in 11 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Jones Financial Companies held 18,482 shares of Unity worth $522K as of Q2 2026.
  • Jones Financial Companies sold 1,244 Unity shares in Q2 2026, an estimated $33.1K.
  • Unity made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2198 holding.
  • Jones Financial Companies first reported a position in Unity in Q4 2022 and has held it in 11 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.