LPL Financial
U icon

LPL Financial’s Unity U Stock Holding History

LPL 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 		$3.9M Buy
136,469
+58,397
+75% +$1.55M ﹤0.01% 3031
2026
Q1 		$1.71M Sell
78,072
-49,103
-39% -$1.36M ﹤0.01% 3663
2025
Q4 		$5.62M Buy
127,175
+58,454
+85% +$2.38M ﹤0.01% 2434
2025
Q3 		$2.75M Buy
68,721
+6,432
+10% +$238K ﹤0.01% 3019
2025
Q2 		$1.51M Sell
62,289
-2,401
-4% -$52.8K ﹤0.01% 3385
2025
Q1 		$1.27M Sell
64,690
-6,195
-9% -$140K ﹤0.01% 3346
2024
Q4 		$1.59M Sell
70,885
-22,226
-24% -$494K ﹤0.01% 3077
2024
Q3 		$2.11M Sell
93,111
-17,734
-16% -$306K ﹤0.01% 2685
2024
Q2 		$1.8M Sell
110,845
-16,916
-13% -$362K ﹤0.01% 2691
2024
Q1 		$3.41M Sell
127,761
-11,972
-9% -$376K ﹤0.01% 2083
2023
Q4 		$5.71M Sell
139,733
-42,394
-23% -$1.31M ﹤0.01% 1608
2023
Q3 		$5.71M Buy
182,127
+30,223
+20% +$1.16M ﹤0.01% 1523
2023
Q2 		$6.6M Buy
151,904
+26,686
+21% +$854K ﹤0.01% 1420
2023
Q1 		$4.06M Buy
125,218
+14,409
+13% +$463K ﹤0.01% 1644
2022
Q4 		$3.15M Sell
110,809
-1,486
-1% -$46.6K ﹤0.01% 1739
2022
Q3 		$3.58M Sell
112,295
-258
-0.2% -$10.6K ﹤0.01% 1600
2022
Q2 		$4.18M Buy
112,553
+17,848
+19% +$1.01M ﹤0.01% 1524
2022
Q1 		$9.41M Buy
94,705
+29,607
+45% +$3.07M 0.01% 1042
2021
Q4 		$9.31M Buy
65,098
+10,438
+19% +$1.6M 0.01% 1063
2021
Q3 		$6.9M Buy
54,660
+16,479
+43% +$1.95M 0.01% 1179
2021
Q2 		$4.19M Buy
38,181
+4,102
+12% +$403K ﹤0.01% 1467
2021
Q1 		$3.42M Buy
34,079
+16,520
+94% +$2.03M ﹤0.01% 1476
2020
Q4 		$2.69M Buy
+17,559
New +$2.13M ﹤0.01% 1486

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

LPL Financial's U Position: Q2 2026 in Review

LPL Financial increased its Unity (U) stake by 75% in Q2 2026, buying an estimated $1.55M and bringing the position to 136,469 shares worth $3.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

LPL Financial first reported a position in U in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.41M in Q1 2022. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • LPL Financial held 136,469 shares of Unity worth $3.9M as of Q2 2026.
  • LPL Financial bought 58,397 Unity shares in Q2 2026, an estimated $1.55M.
  • Unity made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3031 holding.
  • LPL Financial first reported a position in Unity in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Unity position peaked at $9.41M in Q1 2022.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.