Sound Income Strategies’s Unity U Stock Holding History

Sound Income Strategies’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	–	Sell	-50	Closed	-$1.1K	–	2260
2026 Q1	$1.1K	Hold	50	–	–	﹤0.01%	2287
2025 Q4	$2.05K	Buy	+50	New	+$2.04K	﹤0.01%	2128

Other funds holding U

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sound Income Strategies's U Position: Q2 2026 in Review

Sound Income Strategies sold out of Unity (U) in Q2 2026, closing a stake of 50 shares — an estimated $1.1K sold.

Sound Income Strategies first reported a position in U in Q4 2025 and held it in 2 quarters. The position peaked at $2.05K in Q4 2025. 393 funds tracked by Wall St. Rank hold U as of Q2 2026.

Sound Income Strategies reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 50 Unity shares in Q2 2026, an estimated $1.1K.
Sound Income Strategies first reported a position in Unity in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Unity position peaked at $2.05K in Q4 2025.
393 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.