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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
Q2 		$226K Sell
7,903
-1,912
-19% -$50.9K ﹤0.01% 1631
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 $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

Kestra Private Wealth Services's U Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Unity (U) stake by 19% in Q2 2026, selling an estimated $50.9K and leaving 7,903 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Kestra Private Wealth Services first reported a position in U in Q4 2021 and has held it in 5 quarters since. The position peaked at $261K in Q4 2021. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Kestra Private Wealth Services held 7,903 shares of Unity worth $226K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,912 Unity shares in Q2 2026, an estimated $50.9K.
  • Unity made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1631 holding.
  • Kestra Private Wealth Services first reported a position in Unity in Q4 2021 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's Unity position peaked at $261K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.