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 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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's U Position: Q2 2026 in Review

Root Financial Partners sold out of Unity (U) in Q2 2026, closing a stake of 507 shares — an estimated $11.1K sold.

Root Financial Partners first reported a position in U in Q3 2025 and held it in 3 quarters. The position peaked at $33.1K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Root Financial Partners reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 507 Unity shares in Q2 2026, an estimated $11.1K.
Root Financial Partners first reported a position in Unity in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Unity position peaked at $33.1K in Q4 2025.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.