MAM
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Marquette Asset Management’s Unity U Stock Holding History

Marquette Asset Management’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 		$3.4K Hold
83
– – ﹤0.01% 433
2026
Q2 		$2.37K Hold
83
– – ﹤0.01% 565
2026
Q1 		$1.82K Buy
83
+33
+66% +$915 ﹤0.01% 565
2025
Q4 		$2.21K Buy
50
+9
+22% +$367 ﹤0.01% 466
2025
Q3 		$1.64K Buy
+41
New +$1.52K ﹤0.01% 601
2022
Q4 		– Sell
-15
Closed -$470 – 280
2022
Q3 		$0 Buy
+15
New +$617 ﹤0.01% 390

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Marquette Asset Management's U Position: Q3 2026 in Review

Marquette Asset Management held its Unity (U) position steady in Q3 2026 at 83 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Marquette Asset Management first reported a position in U in Q3 2022 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Marquette Asset Management held 83 shares of Unity worth $3.4K as of Q3 2026.
  • Marquette Asset Management left its Unity share count unchanged in Q3 2026.
  • Unity made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #433 holding.
  • Marquette Asset Management first reported a position in Unity in Q3 2022 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.