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Newbridge Financial Services Group’s Unity U Stock Holding History

Newbridge Financial Services Group’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 		$70.8K Hold
2,479
– – 0.01% 402
2026
Q1 		$54.4K Hold
2,479
– – 0.01% 408
2025
Q4 		$109K Sell
2,479
-217
-8% -$8.84K 0.02% 304
2025
Q3 		$108K Buy
2,696
+308
+13% +$11.4K 0.02% 384
2025
Q2 		$57.8K Buy
2,388
+188
+9% +$4.14K 0.01% 477
2025
Q1 		$43.1K Sell
2,200
-1,800
-45% -$40.6K 0.01% 398
2024
Q4 		$89.9K Buy
4,000
+1,800
+82% +$40K 0.02% 294
2024
Q3 		$49.8K Hold
2,200
– – 0.02% 253
2024
Q2 		$35.8K Sell
2,200
-50
-2% -$1.07K 0.01% 448
2024
Q1 		$60.1K Sell
2,250
-58
-3% -$1.82K 0.03% 366
2023
Q4 		$94.4K Sell
2,308
-1,010
-30% -$31.1K 0.05% 287
2023
Q3 		$104K Buy
3,318
+1,675
+102% +$64.5K 0.05% 289
2023
Q2 		$71.3K Buy
1,643
+1,228
+296% +$39.3K 0.03% 376
2023
Q1 		$13.5K Hold
415
– – 0.01% 844
2022
Q4 		$11.9K Hold
415
– – 0.01% 875
2022
Q3 		$13K Sell
415
-100
-19% -$4.11K 0.01% 823
2022
Q2 		$19K Sell
515
-488
-49% -$27.7K 0.01% 679
2022
Q1 		$100K Buy
1,003
+209
+26% +$21.6K 0.05% 306
2021
Q4 		$114K Buy
794
+394
+99% +$60.2K 0.05% 279
2021
Q3 		$51K Hold
400
– – 0.03% 410
2021
Q2 		$44K Hold
400
– – 0.03% 486
2021
Q1 		$40K Hold
400
– – 0.03% 451
2020
Q4 		$61K Buy
+400
New +$48.6K 0.05% 292

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Newbridge Financial Services Group's U Position: Q2 2026 in Review

Newbridge Financial Services Group held its Unity (U) position steady in Q2 2026 at 2,479 shares worth $70.8K. The position accounts for 0.01% of the portfolio, ranked #402.

Newbridge Financial Services Group first reported a position in U in Q4 2020 and has held it in 23 quarters since. The position peaked at $114K in Q4 2021. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Newbridge Financial Services Group held 2,479 shares of Unity worth $70.8K as of Q2 2026.
  • Newbridge Financial Services Group left its Unity share count unchanged in Q2 2026.
  • Unity made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #402 holding.
  • Newbridge Financial Services Group first reported a position in Unity in Q4 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Unity position peaked at $114K in Q4 2021.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.