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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
Q3 		$3.81K Buy
93
+2
+2% +$77 ﹤0.01% 447
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

Retirement Wealth Solutions's U Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Unity (U) stake by 2.2% in Q3 2026, buying an estimated $77 and bringing the position to 93 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Retirement Wealth Solutions first reported a position in U in Q3 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Retirement Wealth Solutions held 93 shares of Unity worth $3.81K as of Q3 2026.
  • Retirement Wealth Solutions bought 2 Unity shares in Q3 2026, an estimated $77.
  • Unity made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #447 holding.
  • Retirement Wealth Solutions first reported a position in Unity in Q3 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.