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Root Financial Partners’s Unity U Stock Holding History

Root Financial Partners’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
Q1 		$11.1K Sell
507
-243
-32% -$6.74K ﹤0.01% 1634
2025
Q4 		$33.1K Buy
750
+66
+10% +$2.69K ﹤0.01% 896
2025
Q3 		$27.4K Buy
+684
New +$25.4K ﹤0.01% 945

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Root Financial Partners's U Position: Q1 2026 in Review

Root Financial Partners reduced its Unity (U) stake by 32% in Q1 2026, selling an estimated $6.74K and leaving 507 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Root Financial Partners first reported a position in U in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.1K in Q4 2025. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Root Financial Partners held 507 shares of Unity worth $11.1K as of Q1 2026.
  • Root Financial Partners sold 243 Unity shares in Q1 2026, an estimated $6.74K.
  • Unity made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1634 holding.
  • Root Financial Partners first reported a position in Unity in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Unity position peaked at $33.1K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.