Rothschild Investment LLC’s Unity U Stock Holding History

Rothschild Investment LLC’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	$1M	Buy	35,000 +34,891	+32,010%	+$928K	0.04%	418
2026 Q1	$2.39K	Sell	109 -9	-8%	-$250	﹤0.01%	2475
2025 Q4	$5.21K	Buy	118 +113	+2,260%	+$4.61K	﹤0.01%	1858
2025 Q3	$200	Hold	5	–	–	﹤0.01%	3002
2025 Q2	$121	Sell	5 -245	-98%	-$5.39K	﹤0.01%	2979
2025 Q1	$4.9K	Buy	250 +5	+2%	+$113	﹤0.01%	1442
2024 Q4	$5.5K	Sell	245 -5	-2%	-$111	﹤0.01%	1312
2024 Q3	$5.66K	Hold	250	–	–	﹤0.01%	1253
2024 Q2	$4.07K	Hold	250	–	–	﹤0.01%	1237
2024 Q1	$6.67K	Buy	250 +240	+2,400%	+$7.54K	﹤0.01%	1105
2023 Q4	$409	Buy	+10	New	+$308	﹤0.01%	1242
2022 Q2	–	Sell	-2,305	Closed	-$229K	–	505
2022 Q1	$229K	Buy	2,305 +375	+19%	+$38.8K	0.02%	444
2021 Q4	$276K	Buy	1,930 +105	+6%	+$16K	0.02%	416
2021 Q3	$230K	Buy	+1,825	New	+$216K	0.02%	436

Other funds holding U

BPIA

Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Rothschild Investment LLC's U Position: Q2 2026 in Review

Rothschild Investment LLC increased its Unity (U) stake by 32,010% in Q2 2026, buying an estimated $928K and bringing the position to 35,000 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #418.

Rothschild Investment LLC first reported a position in U in Q3 2021 and has held it in 14 quarters since. 209 funds tracked by Wall St. Rank hold U as of Q2 2026.

Rothschild Investment LLC held 35,000 shares of Unity worth $1M as of Q2 2026.
Rothschild Investment LLC bought 34,891 Unity shares in Q2 2026, an estimated $928K.
Unity made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #418 holding.
Rothschild Investment LLC first reported a position in Unity in Q3 2021 and has held it in 14 quarters since.
209 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.