RWM
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
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

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

Ritholtz Wealth Management's U Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Unity (U) in Q2 2026: 7,895 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in U as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in U in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Ritholtz Wealth Management held 7,895 shares of Unity worth $226K as of Q2 2026.
  • Unity was a new Ritholtz Wealth Management position in Q2 2026.
  • Unity made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1188 holding.
  • Ritholtz Wealth Management first reported a position in Unity in Q3 2025 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Unity position peaked at $253K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.