Salem Investment Counselors’s Unity U Stock Holding History

Salem Investment Counselors’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	$1.14K	Hold	40	–	–	﹤0.01%	1146
2026 Q1	$878	Buy	+40	New	+$1.11K	﹤0.01%	1138
2025 Q4	–	Sell	-1,000	Closed	-$40K	–	1085
2025 Q3	$40K	Buy	+1,000	New	+$37.1K	﹤0.01%	637
2024 Q2	–	Sell	-10	Closed	-$267	–	1205
2024 Q1	$267	Buy	+10	New	+$314	﹤0.01%	1135
2023 Q4	–	Sell	-25	Closed	-$785	–	1156
2023 Q3	$785	Hold	25	–	–	﹤0.01%	1032
2023 Q2	$1.09K	Buy	+25	New	+$801	﹤0.01%	1060

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

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Salem Investment Counselors's U Position: Q2 2026 in Review

Salem Investment Counselors held its Unity (U) position steady in Q2 2026 at 40 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Salem Investment Counselors first reported a position in U in Q2 2023 and has held it in 6 quarters since. The position peaked at $40K in Q3 2025. 137 funds tracked by Wall St. Rank hold U as of Q2 2026.

Salem Investment Counselors held 40 shares of Unity worth $1.14K as of Q2 2026.
Salem Investment Counselors left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1146 holding.
Salem Investment Counselors first reported a position in Unity in Q2 2023 and has held it in 6 quarters since.
Salem Investment Counselors's Unity position peaked at $40K in Q3 2025.
137 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.