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Retirement Wealth Solutions’s Unity U Stock Holding History

Retirement Wealth Solutions’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 		$2.6K Buy
91
+8
+10% +$213 ﹤0.01% 474
2026
Q1 		$1.82K Buy
83
+19
+30% +$527 ﹤0.01% 518
2025
Q4 		$2.83K Buy
64
+6
+10% +$245 ﹤0.01% 403
2025
Q3 		$2.32K Buy
+58
New +$2.15K ﹤0.01% 418

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

Retirement Wealth Solutions's U Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Unity (U) stake by 9.6% in Q2 2026, buying an estimated $213 and bringing the position to 91 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Retirement Wealth Solutions first reported a position in U in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.83K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Retirement Wealth Solutions held 91 shares of Unity worth $2.6K as of Q2 2026.
  • Retirement Wealth Solutions bought 8 Unity shares in Q2 2026, an estimated $213.
  • Unity made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #474 holding.
  • Retirement Wealth Solutions first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Unity position peaked at $2.83K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.