Mackenzie Financial’s Unity U Stock Holding History

Mackenzie 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 Q3	$1.06M	Buy	+25,833	New	+$993K	﹤0.01%	1188
2024 Q4	–	Sell	-11,083	Closed	-$251K	–	1785
2024 Q3	$251K	Buy	11,083 +523	+5%	+$9.03K	﹤0.01%	1273
2024 Q2	$172K	Buy	+10,560	New	+$226K	﹤0.01%	1369
2022 Q4	–	Sell	-9,582	Closed	-$305K	–	1590
2022 Q3	$305K	Sell	9,582 -7,051	-42%	-$290K	﹤0.01%	1081
2022 Q2	$612K	Buy	16,633 +3,011	+22%	+$171K	﹤0.01%	928
2022 Q1	$1.35M	Buy	13,622 +5,400	+66%	+$559K	﹤0.01%	823
2021 Q4	$1.18M	Buy	8,222 +1,588	+24%	+$243K	﹤0.01%	877
2021 Q3	$838K	Buy	6,634 +2,659	+67%	+$315K	﹤0.01%	934
2021 Q2	$437K	Buy	+3,975	New	+$391K	﹤0.01%	1007

Other funds holding U

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial's U Position: Q3 2026 in Review

Mackenzie Financial opened a new position in Unity (U) in Q3 2026: 25,833 shares worth $1.06M. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in U as recently as Q3 2024.

Mackenzie Financial first reported a position in U in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.35M in Q1 2022. 353 funds tracked by Wall St. Rank hold U as of Q3 2026.

Mackenzie Financial held 25,833 shares of Unity worth $1.06M as of Q3 2026.
Unity was a new Mackenzie Financial position in Q3 2026.
Unity made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1188 holding.
Mackenzie Financial first reported a position in Unity in Q2 2021 and has held it in 9 quarters since.
Mackenzie Financial's Unity position peaked at $1.35M in Q1 2022.
353 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.