SI
U icon

Stephens Inc’s Unity U Stock Holding History

Stephens Inc’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
Q1 		– Sell
-14,062
Closed -$621K – 1387
2025
Q4 		$621K Buy
14,062
+2,236
+19% +$91.1K 0.01% 774
2025
Q3 		$474K Buy
11,826
+471
+4% +$17.5K 0.01% 872
2025
Q2 		$275K Buy
+11,355
New +$250K ﹤0.01% 1054
2022
Q3 		– Sell
-4,229
Closed -$156K – 1258
2022
Q2 		$156K Buy
4,229
+558
+15% +$31.7K ﹤0.01% 1093
2022
Q1 		$364K Sell
3,671
-537
-13% -$55.6K 0.01% 942
2021
Q4 		$602K Buy
4,208
+379
+10% +$57.9K 0.01% 790
2021
Q3 		$483K Buy
3,829
+2,966
+344% +$351K 0.01% 889
2021
Q2 		$95K Buy
863
+812
+1,592% +$79.8K ﹤0.01% 1262
2021
Q1 		$5K Buy
51
+28
+122% +$3.45K ﹤0.01% 1303
2020
Q4 		$4K Hold
23
– – ﹤0.01% 1216
2020
Q3 		$2K Buy
+23
New +$1.94K ﹤0.01% 1180

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stephens Inc's U Position: Q1 2026 in Review

Stephens Inc sold out of Unity (U) in Q1 2026, closing a stake of 14,062 shares — an estimated $621K sold.

Stephens Inc first reported a position in U in Q3 2020 and held it in 11 quarters. The position peaked at $621K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Stephens Inc reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 14,062 Unity shares in Q1 2026, an estimated $621K.
  • Stephens Inc first reported a position in Unity in Q3 2020 and held it in 11 quarters.
  • Stephens Inc's Unity position peaked at $621K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.