Plante Moran Financial Advisors’s Unity U Stock Holding History

Plante Moran Financial Advisors’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	$57	Buy	+2	New	+$53	﹤0.01%	1574
2024 Q2	–	Sell	-80	Closed	-$2.14K	–	885
2024 Q1	$2.14K	Sell	80 -76	-49%	-$2.39K	﹤0.01%	764
2023 Q4	$6.38K	Buy	+156	New	+$4.81K	﹤0.01%	619
2022 Q3	–	Sell	-26	Closed	-$1K	–	1076
2022 Q2	$1K	Buy	+26	New	+$1.48K	﹤0.01%	951
2021 Q4	–	Sell	-8	Closed	-$1K	–	1104
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	908
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	926
2021 Q1	$1K	Buy	+8	New	+$985	﹤0.01%	980

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

Plante Moran Financial Advisors's U Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Unity (U) in Q2 2026: 2 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in U as recently as Q1 2024.

Plante Moran Financial Advisors first reported a position in U in Q1 2021 and has held it in 7 quarters since. The position peaked at $6.38K in Q4 2023. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of Unity worth $57 as of Q2 2026.
Unity was a new Plante Moran Financial Advisors position in Q2 2026.
Unity made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1574 holding.
Plante Moran Financial Advisors first reported a position in Unity in Q1 2021 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Unity position peaked at $6.38K in Q4 2023.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.