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Larson Financial Group’s Unity U Stock Holding History

Larson Financial Group’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 		$112K Buy
5,103
+4,277
+518% +$119K ﹤0.01% 941
2025
Q4 		$36.5K Buy
826
+98
+13% +$3.99K ﹤0.01% 1404
2025
Q3 		$29.1K Buy
728
+341
+88% +$12.6K ﹤0.01% 1431
2025
Q2 		$9.37K Buy
387
+272
+237% +$5.99K ﹤0.01% 1835
2025
Q1 		$2.25K Sell
115
-50
-30% -$1.13K ﹤0.01% 2131
2024
Q4 		$3.71K Sell
165
-200
-55% -$4.45K ﹤0.01% 1733
2024
Q3 		$8.26K Buy
365
+16
+5% +$276 ﹤0.01% 1550
2024
Q2 		$5.67K Buy
349
+200
+134% +$4.28K ﹤0.01% 1418
2024
Q1 		$3.98K Hold
149
– – ﹤0.01% 1245
2023
Q4 		$6.09K Sell
149
-18
-11% -$555 ﹤0.01% 1132
2023
Q3 		$5.24K Buy
167
+20
+14% +$770 ﹤0.01% 1161
2023
Q2 		$6.38K Sell
147
-50
-25% -$1.6K ﹤0.01% 1046
2023
Q1 		$6.39K Buy
197
+116
+143% +$3.73K ﹤0.01% 1034
2022
Q4 		$2.32K Hold
81
– – ﹤0.01% 1168
2022
Q3 		$3K Buy
+81
New +$3.33K ﹤0.01% 1076

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

Larson Financial Group's U Position: Q1 2026 in Review

Larson Financial Group increased its Unity (U) stake by 518% in Q1 2026, buying an estimated $119K and bringing the position to 5,103 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Larson Financial Group first reported a position in U in Q3 2022 and has held it in 15 quarters since. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Larson Financial Group held 5,103 shares of Unity worth $112K as of Q1 2026.
  • Larson Financial Group bought 4,277 Unity shares in Q1 2026, an estimated $119K.
  • Unity made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #941 holding.
  • Larson Financial Group first reported a position in Unity in Q3 2022 and has held it in 15 quarters since.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.