SOA Wealth Advisors’s Unity U Stock Holding History

SOA Wealth 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	$3.06K	Buy	+107	New	+$2.85K	﹤0.01%	742
2024 Q4	–	Sell	-66	Closed	-$1.49K	–	906
2024 Q3	$1.49K	Hold	66	–	–	﹤0.01%	694
2024 Q2	$1.07K	Hold	66	–	–	﹤0.01%	721
2024 Q1	$1.76K	Hold	66	–	–	﹤0.01%	721
2023 Q4	$2.7K	Hold	66	–	–	﹤0.01%	663
2023 Q3	$2.07K	Hold	66	–	–	﹤0.01%	713
2023 Q2	$2.87K	Hold	66	–	–	﹤0.01%	683
2023 Q1	$2.14K	Hold	66	–	–	﹤0.01%	719
2022 Q4	$1.89K	Sell	66 -16	-20%	-$501	﹤0.01%	744
2022 Q3	$2K	Hold	82	–	–	﹤0.01%	730
2022 Q2	$3K	Hold	82	–	–	﹤0.01%	666
2022 Q1	$8K	Hold	82	–	–	﹤0.01%	629
2021 Q4	$11K	Hold	82	–	–	﹤0.01%	558
2021 Q3	$10K	Hold	82	–	–	﹤0.01%	597
2021 Q2	$9K	Hold	82	–	–	﹤0.01%	597
2021 Q1	$8K	Hold	82	–	–	﹤0.01%	557
2020 Q4	$10K	Buy	+82	New	+$9.97K	﹤0.01%	520

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SOA Wealth Advisors's U Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Unity (U) in Q2 2026: 107 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in U as recently as Q3 2024.

SOA Wealth Advisors first reported a position in U in Q4 2020 and has held it in 17 quarters since. The position peaked at $11K in Q4 2021. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

SOA Wealth Advisors held 107 shares of Unity worth $3.06K as of Q2 2026.
Unity was a new SOA Wealth Advisors position in Q2 2026.
Unity made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #742 holding.
SOA Wealth Advisors first reported a position in Unity in Q4 2020 and has held it in 17 quarters since.
SOA Wealth Advisors's Unity position peaked at $11K in Q4 2021.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.