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Kestra Private Wealth Services’s Unity U Stock Holding History

Kestra Private Wealth 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 		$215K Buy
9,815
+4,909
+100% +$136K ﹤0.01% 1604
2025
Q4 		$217K Buy
+4,906
New +$200K ﹤0.01% 1564
2022
Q2 		– Sell
-2,565
Closed -$254K – 1015
2022
Q1 		$254K Buy
2,565
+743
+41% +$77K 0.01% 801
2021
Q4 		$261K Buy
+1,822
New +$278K 0.01% 826

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 Private Wealth Services's U Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Unity (U) stake by 100% in Q1 2026, buying an estimated $136K and bringing the position to 9,815 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Kestra Private Wealth Services first reported a position in U in Q4 2021 and has held it in 4 quarters since. The position peaked at $261K in Q4 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Kestra Private Wealth Services held 9,815 shares of Unity worth $215K as of Q1 2026.
  • Kestra Private Wealth Services bought 4,909 Unity shares in Q1 2026, an estimated $136K.
  • Unity made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1604 holding.
  • Kestra Private Wealth Services first reported a position in Unity in Q4 2021 and has held it in 4 quarters since.
  • Kestra Private Wealth Services's Unity position peaked at $261K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.