SignatureFD
U icon

SignatureFD’s Unity U Stock Holding History

SignatureFD’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 		$179K Buy
4,370
+1,317
+43% +$50.6K ﹤0.01% 1240
2026
Q2 		$87.3K Sell
3,053
-1,719
-36% -$45.7K ﹤0.01% 1527
2026
Q1 		$105K Buy
4,772
+1,252
+36% +$34.7K ﹤0.01% 1330
2025
Q4 		$155K Buy
3,520
+170
+5% +$6.93K ﹤0.01% 1101
2025
Q3 		$134K Buy
3,350
+231
+7% +$8.56K ﹤0.01% 1147
2025
Q2 		$75.5K Sell
3,119
-539
-15% -$11.9K ﹤0.01% 1373
2025
Q1 		$71.7K Buy
3,658
+762
+26% +$17.2K ﹤0.01% 1388
2024
Q4 		$65.1K Sell
2,896
-1,185
-29% -$26.4K ﹤0.01% 1436
2024
Q3 		$92.3K Buy
4,081
+2,101
+106% +$36.3K ﹤0.01% 1255
2024
Q2 		$32.2K Sell
1,980
-1,110
-36% -$23.7K ﹤0.01% 1737
2024
Q1 		$82.5K Buy
3,090
+860
+39% +$27K ﹤0.01% 1295
2023
Q4 		$91.2K Sell
2,230
-580
-21% -$17.9K ﹤0.01% 1154
2023
Q3 		$88.2K Sell
2,810
-155
-5% -$5.97K ﹤0.01% 1122
2023
Q2 		$129K Sell
2,965
-838
-22% -$26.8K ﹤0.01% 938
2023
Q1 		$123K Sell
3,803
-2,690
-41% -$86.5K ﹤0.01% 934
2022
Q4 		$186K Buy
6,493
+2,893
+80% +$90.6K 0.01% 735
2022
Q3 		$115K Buy
3,600
+302
+9% +$12.4K ﹤0.01% 894
2022
Q2 		$121K Buy
3,298
+950
+40% +$53.9K ﹤0.01% 894
2022
Q1 		$233K Buy
2,348
+1,189
+103% +$123K 0.01% 666
2021
Q4 		$166K Sell
1,159
-184
-14% -$28.1K 0.01% 795
2021
Q3 		$170K Buy
1,343
+23
+2% +$2.72K 0.01% 759
2021
Q2 		$145K Buy
1,320
+11
+0.8% +$1.08K 0.01% 802
2021
Q1 		$131K Buy
1,309
+453
+53% +$55.8K 0.01% 762
2020
Q4 		$131K Buy
856
+501
+141% +$60.9K 0.01% 671
2020
Q3 		$31K Buy
+355
New +$29.9K ﹤0.01% 1194

Other funds holding U

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SignatureFD's U Position: Q3 2026 in Review

SignatureFD increased its Unity (U) stake by 43% in Q3 2026, buying an estimated $50.6K and bringing the position to 4,370 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

SignatureFD first reported a position in U in Q3 2020 and has held it in 25 quarters since. The position peaked at $233K in Q1 2022. 134 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • SignatureFD held 4,370 shares of Unity worth $179K as of Q3 2026.
  • SignatureFD bought 1,317 Unity shares in Q3 2026, an estimated $50.6K.
  • Unity made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1240 holding.
  • SignatureFD first reported a position in Unity in Q3 2020 and has held it in 25 quarters since.
  • SignatureFD's Unity position peaked at $233K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.