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Kestra Advisory Services’s Unity U Stock Holding History

Kestra Advisory Services’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
-4,172
Closed -$184K – 4327
2025
Q4 		$184K Buy
+4,172
New +$170K ﹤0.01% 2959
2024
Q1 		– Sell
-6,482
Closed -$265K – 2531
2023
Q4 		$265K Buy
+6,482
New +$200K ﹤0.01% 1927
2023
Q3 		– Sell
-10,407
Closed -$452K – 2235
2023
Q2 		$452K Buy
10,407
+1,893
+22% +$60.6K ﹤0.01% 1377
2023
Q1 		$276K Sell
8,514
-9,979
-54% -$321K ﹤0.01% 1619
2022
Q4 		$529K Buy
18,493
+3,114
+20% +$97.6K ﹤0.01% 1379
2022
Q3 		$490K Sell
15,379
-3,426
-18% -$141K 0.01% 1329
2022
Q2 		$692K Buy
18,805
+4,984
+36% +$283K 0.01% 1145
2022
Q1 		$1.37M Buy
13,821
+6,738
+95% +$698K 0.01% 817
2021
Q4 		$1.01M Buy
7,083
+687
+11% +$105K 0.01% 976
2021
Q3 		$807K Sell
6,396
-405
-6% -$47.9K 0.01% 1129
2021
Q2 		$747K Buy
6,801
+2,026
+42% +$199K 0.01% 1080
2021
Q1 		$479K Buy
4,775
+2,169
+83% +$267K 0.01% 1219
2020
Q4 		$403K Buy
+2,606
New +$317K ﹤0.01% 1320

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

Kestra Advisory Services's U Position: Q1 2026 in Review

Kestra Advisory Services sold out of Unity (U) in Q1 2026, closing a stake of 4,172 shares — an estimated $184K sold.

Kestra Advisory Services first reported a position in U in Q4 2020 and held it in 13 quarters. The position peaked at $1.37M in Q1 2022. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Kestra Advisory Services reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,172 Unity shares in Q1 2026, an estimated $184K.
  • Kestra Advisory Services first reported a position in Unity in Q4 2020 and held it in 13 quarters.
  • Kestra Advisory Services's Unity position peaked at $1.37M in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.