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REX Advisers’s Unity U Stock Holding History

REX Advisers’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 		$929K Buy
+23,400
New +$899K 4.41% 13
2026
Q1 		– Sell
-9,200
Closed -$406K – 111
2025
Q4 		$406K Buy
+9,200
New +$375K 1.72% 9

Other funds holding U

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

REX Advisers's U Position: Q3 2026 in Review

REX Advisers opened a new position in Unity (U) in Q3 2026: 23,400 shares worth $929K. The stake represents 4.41% of the portfolio and ranks #13 among its holdings. This is a return to the name: REX Advisers previously reported a position in U as recently as Q4 2025.

REX Advisers first reported a position in U in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • REX Advisers held 23,400 shares of Unity worth $929K as of Q3 2026.
  • Unity was a new REX Advisers position in Q3 2026.
  • Unity made up 4.41% of REX Advisers's portfolio in Q3 2026, its #13 holding.
  • REX Advisers first reported a position in Unity in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on REX Advisers's 13F filing for Q3 2026, filed 8 Oct 2026.