JWM
U icon

JPL Wealth Management’s Unity U Stock Holding History

JPL Wealth Management’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 		$1.54K Buy
+54
New +$1.44K ﹤0.01% 1164
2025
Q4 		– Sell
-83
Closed -$3.32K – 1056
2025
Q3 		$3.32K Buy
+83
New +$3.08K ﹤0.01% 746

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

JPL Wealth Management's U Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Unity (U) in Q2 2026: 54 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in U as recently as Q3 2025.

JPL Wealth Management first reported a position in U in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.32K in Q3 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • JPL Wealth Management held 54 shares of Unity worth $1.54K as of Q2 2026.
  • Unity was a new JPL Wealth Management position in Q2 2026.
  • Unity made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1164 holding.
  • JPL Wealth Management first reported a position in Unity in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Unity position peaked at $3.32K in Q3 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.