Private Advisor Group
U icon

Private Advisor Group’s Unity U Stock Holding History

Private Advisor 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
Q3 		$202K Buy
+4,939
New +$190K ﹤0.01% 2887
2024
Q4 		– Sell
-9,291
Closed -$210K – 2502
2024
Q3 		$210K Sell
9,291
-1,767
-16% -$30.5K ﹤0.01% 2180
2024
Q2 		$180K Buy
11,058
+810
+8% +$17.3K ﹤0.01% 2174
2024
Q1 		$274K Sell
10,248
-870
-8% -$27.3K ﹤0.01% 1905
2023
Q4 		$455K Buy
11,118
+2,611
+31% +$80.5K ﹤0.01% 1541
2023
Q3 		$267K Buy
8,507
+3,016
+55% +$116K ﹤0.01% 1712
2023
Q2 		$238K Buy
+5,491
New +$176K ﹤0.01% 1766
2022
Q2 		– Sell
-5,905
Closed -$586K – 2251
2022
Q1 		$586K Sell
5,905
-4,332
-42% -$449K ﹤0.01% 1348
2021
Q4 		$1.46M Buy
10,237
+2,616
+34% +$400K 0.01% 943
2021
Q3 		$963K Buy
7,621
+4,197
+123% +$497K 0.01% 1225
2021
Q2 		$376K Buy
+3,424
New +$336K ﹤0.01% 1534
2021
Q1 		– Sell
-6,298
Closed -$967K – 1977
2020
Q4 		$967K Buy
+6,298
New +$766K 0.01% 917

Other funds holding U

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Advisor Group's U Position: Q3 2026 in Review

Private Advisor Group opened a new position in Unity (U) in Q3 2026: 4,939 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2887 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in U as recently as Q3 2024.

Private Advisor Group first reported a position in U in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2021. 339 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Private Advisor Group held 4,939 shares of Unity worth $202K as of Q3 2026.
  • Unity was a new Private Advisor Group position in Q3 2026.
  • Unity made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2887 holding.
  • Private Advisor Group first reported a position in Unity in Q4 2020 and has held it in 12 quarters since.
  • Private Advisor Group's Unity position peaked at $1.46M in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.