Root Financial Partners
U icon

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
Q3 		$146K Buy
+3,579
New +$138K ﹤0.01% 570
2026
Q2 		– Sell
-507
Closed -$11.1K – 2996
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

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

Root Financial Partners's U Position: Q3 2026 in Review

Root Financial Partners opened a new position in Unity (U) in Q3 2026: 3,579 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in U as recently as Q1 2026.

Root Financial Partners 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.

  • Root Financial Partners held 3,579 shares of Unity worth $146K as of Q3 2026.
  • Unity was a new Root Financial Partners position in Q3 2026.
  • Unity made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #570 holding.
  • Root Financial Partners 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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.