SMH
U icon

Sanders Morris Harris’s Unity U Stock Holding History

Sanders Morris Harris’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 		$1.34M Buy
+32,762
New +$1.26M 0.18% 101

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Sanders Morris Harris's U Position: Q3 2026 in Review

Sanders Morris Harris opened a new position in Unity (U) in Q3 2026: 32,762 shares worth $1.34M. The stake represents 0.18% of the portfolio and ranks #101 among its holdings.

40 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Sanders Morris Harris held 32,762 shares of Unity worth $1.34M as of Q3 2026.
  • Unity was a new Sanders Morris Harris position in Q3 2026.
  • Unity made up 0.18% of Sanders Morris Harris's portfolio in Q3 2026, its #101 holding.
  • 40 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.