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LRI Investments’s Unity U Stock Holding History

LRI Investments’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 		$429 Buy
+15
New +$399 ﹤0.01% 1572
2026
Q1 		– Sell
-268
Closed -$11.8K – 1501
2025
Q4 		$11.8K Buy
+268
New +$10.9K ﹤0.01% 823

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

LRI Investments's U Position: Q2 2026 in Review

LRI Investments opened a new position in Unity (U) in Q2 2026: 15 shares worth $429. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings. This is a return to the name: LRI Investments previously reported a position in U as recently as Q4 2025.

LRI Investments first reported a position in U in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.8K in Q4 2025. 151 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • LRI Investments held 15 shares of Unity worth $429 as of Q2 2026.
  • Unity was a new LRI Investments position in Q2 2026.
  • Unity made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1572 holding.
  • LRI Investments first reported a position in Unity in Q4 2025 and has held it in 2 quarters since.
  • LRI Investments's Unity position peaked at $11.8K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.