Ritholtz Wealth Management
U icon

Ritholtz Wealth Management’s Unity U Stock Holding History

Ritholtz Wealth Management’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 		$610K Buy
14,902
+7,007
+89% +$269K 0.01% 806
2026
Q2 		$226K Buy
+7,895
New +$210K ﹤0.01% 1188
2026
Q1 		– Sell
-5,732
Closed -$253K – 1273
2025
Q4 		$253K Buy
5,732
+468
+9% +$19.1K ﹤0.01% 979
2025
Q3 		$211K Buy
+5,264
New +$195K ﹤0.01% 963

Other funds holding U

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Ritholtz Wealth Management's U Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Unity (U) stake by 89% in Q3 2026, buying an estimated $269K and bringing the position to 14,902 shares worth $610K. The position accounts for 0.01% of the portfolio, ranked #806.

Ritholtz Wealth Management first reported a position in U in Q3 2025 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Ritholtz Wealth Management held 14,902 shares of Unity worth $610K as of Q3 2026.
  • Ritholtz Wealth Management bought 7,007 Unity shares in Q3 2026, an estimated $269K.
  • Unity made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #806 holding.
  • Ritholtz Wealth Management first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.