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Sequoia Financial Advisors’s Unity U Stock Holding History

Sequoia Financial Advisors’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 		$404K Buy
14,124
+2,495
+21% +$66.4K ﹤0.01% 1474
2026
Q1 		$255K Buy
11,629
+2,722
+31% +$75.5K ﹤0.01% 1662
2025
Q4 		$393K Buy
8,907
+3,817
+75% +$156K ﹤0.01% 1415
2025
Q3 		$204K Buy
+5,090
New +$189K ﹤0.01% 1623

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sequoia Financial Advisors's U Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Unity (U) stake by 21% in Q2 2026, buying an estimated $66.4K and bringing the position to 14,124 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Sequoia Financial Advisors first reported a position in U in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Sequoia Financial Advisors held 14,124 shares of Unity worth $404K as of Q2 2026.
  • Sequoia Financial Advisors bought 2,495 Unity shares in Q2 2026, an estimated $66.4K.
  • Unity made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1474 holding.
  • Sequoia Financial Advisors first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.