Mission Wealth Management’s Unity U Stock Holding History

Mission Wealth 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 Q2	$229K	Buy	+8,003	New	+$213K	﹤0.01%	984

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mission Wealth Management's U Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Unity (U) in Q2 2026: 8,003 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

563 funds tracked by Wall St. Rank hold U as of Q2 2026.

Mission Wealth Management held 8,003 shares of Unity worth $229K as of Q2 2026.
Unity was a new Mission Wealth Management position in Q2 2026.
Unity made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #984 holding.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.