LifeSteps Financial’s Unity U Stock Holding History

LifeSteps Financial’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	$857	Buy	+30	New	+$798	﹤0.01%	741

Other funds holding U

BPIA

Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

LifeSteps Financial's U Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Unity (U) in Q2 2026: 30 shares worth $857. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings.

138 funds tracked by Wall St. Rank hold U as of Q2 2026.

LifeSteps Financial held 30 shares of Unity worth $857 as of Q2 2026.
Unity was a new LifeSteps Financial position in Q2 2026.
Unity made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #741 holding.
138 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.