MBL Wealth’s Unity U Stock Holding History

MBL Wealth’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	$513K	Buy	+12,541	New	+$482K	0.03%	305

Other funds holding U

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 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

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

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

MBL Wealth's U Position: Q3 2026 in Review

MBL Wealth opened a new position in Unity (U) in Q3 2026: 12,541 shares worth $513K. The stake represents 0.03% of the portfolio and ranks #305 among its holdings.

444 funds tracked by Wall St. Rank hold U as of Q3 2026.

MBL Wealth held 12,541 shares of Unity worth $513K as of Q3 2026.
Unity was a new MBL Wealth position in Q3 2026.
Unity made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #305 holding.
444 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.