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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
Q2 		$163K Buy
5,713
+610
+12% +$16.2K ﹤0.01% 934
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 $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

Larson Financial Group's U Position: Q2 2026 in Review

Larson Financial Group increased its Unity (U) stake by 12% in Q2 2026, buying an estimated $16.2K and bringing the position to 5,713 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Larson Financial Group first reported a position in U in Q3 2022 and has held it in 16 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Larson Financial Group held 5,713 shares of Unity worth $163K as of Q2 2026.
  • Larson Financial Group bought 610 Unity shares in Q2 2026, an estimated $16.2K.
  • Unity made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #934 holding.
  • Larson Financial Group first reported a position in Unity in Q3 2022 and has held it in 16 quarters since.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.