Meriwether Wealth & Planning’s Unity U Stock Holding History

Meriwether Wealth & Planning’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	$4.09K	Buy	+100	New	+$3.84K	﹤0.01%	547

Other funds holding U

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Meriwether Wealth & Planning's U Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Unity (U) in Q3 2026: 100 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

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

Meriwether Wealth & Planning held 100 shares of Unity worth $4.09K as of Q3 2026.
Unity was a new Meriwether Wealth & Planning position in Q3 2026.
Unity made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #547 holding.
135 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.