Riversedge Advisors’s Unity U Stock Holding History

Riversedge Advisors’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	$331K	Buy	+8,084	New	+$311K	0.04%	224

Other funds holding U

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

Riversedge Advisors's U Position: Q3 2026 in Review

Riversedge Advisors opened a new position in Unity (U) in Q3 2026: 8,084 shares worth $331K. The stake represents 0.04% of the portfolio and ranks #224 among its holdings.

40 funds tracked by Wall St. Rank hold U as of Q3 2026.

Riversedge Advisors held 8,084 shares of Unity worth $331K as of Q3 2026.
Unity was a new Riversedge Advisors position in Q3 2026.
Unity made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #224 holding.
40 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.