N.E.W. Advisory Services’s Unity U Stock Holding History

N.E.W. Advisory Services’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	–	Sell	-100	Closed	-$2.19K	–	1021
2026 Q1	$2.19K	Hold	100	–	–	﹤0.01%	817
2025 Q4	$4.42K	Sell	100 -920	-90%	-$37.5K	﹤0.01%	719
2025 Q3	$40.8K	Hold	1,020	–	–	﹤0.01%	347
2025 Q2	$24.7K	Hold	1,020	–	–	﹤0.01%	422
2025 Q1	$20K	Buy	+1,020	New	+$23K	﹤0.01%	493

Other funds holding U

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BPIA

Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

N.E.W. Advisory Services's U Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Unity (U) in Q2 2026, closing a stake of 100 shares — an estimated $2.19K sold.

N.E.W. Advisory Services first reported a position in U in Q1 2025 and held it in 5 quarters. The position peaked at $40.8K in Q3 2025. 277 funds tracked by Wall St. Rank hold U as of Q2 2026.

N.E.W. Advisory Services reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 100 Unity shares in Q2 2026, an estimated $2.19K.
N.E.W. Advisory Services first reported a position in Unity in Q1 2025 and held it in 5 quarters.
N.E.W. Advisory Services's Unity position peaked at $40.8K in Q3 2025.
277 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.