PWPS
U icon

Pinnacle Wealth Planning Services’s Unity U Stock Holding History

Pinnacle Wealth Planning 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 		$180K Buy
6,299
+3,239
+106% +$86.2K 0.02% 569
2026
Q1 		$67.1K Sell
3,060
-4,047
-57% -$112K 0.01% 1027
2025
Q4 		$314K Sell
7,107
-79
-1% -$3.22K 0.03% 310
2025
Q3 		$288K Buy
+7,186
New +$266K 0.03% 334

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

Pinnacle Wealth Planning Services's U Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Unity (U) stake by 106% in Q2 2026, buying an estimated $86.2K and bringing the position to 6,299 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #569.

Pinnacle Wealth Planning Services first reported a position in U in Q3 2025 and has held it in 4 quarters since. The position peaked at $314K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,299 shares of Unity worth $180K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3,239 Unity shares in Q2 2026, an estimated $86.2K.
  • Unity made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #569 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Unity position peaked at $314K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.