Steward Partners Investment Advisory
U icon

Steward Partners Investment Advisory’s Unity U Stock Holding History

Steward Partners Investment Advisory’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 		$8.42K Sell
294
-530
-64% -$14.1K ﹤0.01% 3799
2026
Q1 		$18.1K Sell
824
-1,325
-62% -$36.8K ﹤0.01% 3281
2025
Q4 		$94.9K Buy
2,149
+1,184
+123% +$48.3K ﹤0.01% 2326
2025
Q3 		$38.6K Hold
965
– – ﹤0.01% 2737
2025
Q2 		$23.4K Buy
965
+46
+5% +$1.01K ﹤0.01% 2851
2025
Q1 		$18K Buy
919
+300
+48% +$6.77K ﹤0.01% 2856
2024
Q4 		$13.9K Hold
619
– – ﹤0.01% 2954
2024
Q3 		$14K Sell
619
-135
-18% -$2.33K ﹤0.01% 2814
2024
Q2 		$12.3K Sell
754
-537
-42% -$11.5K ﹤0.01% 2738
2024
Q1 		$34.5K Sell
1,291
-45
-3% -$1.41K ﹤0.01% 2284
2023
Q4 		$54.6K Buy
1,336
+34
+3% +$1.05K ﹤0.01% 1944
2023
Q3 		$40.9K Buy
1,302
+483
+59% +$18.6K ﹤0.01% 1995
2023
Q2 		$35.6K Hold
819
– – ﹤0.01% 2028
2023
Q1 		$26.6K Hold
819
– – ﹤0.01% 2129
2022
Q4 		$23.4K Sell
819
-347
-30% -$10.9K ﹤0.01% 2166
2022
Q3 		$37K Sell
1,166
-3
-0.3% -$123 ﹤0.01% 1935
2022
Q2 		$43K Sell
1,169
-2,164
-65% -$123K ﹤0.01% 1876
2022
Q1 		$331K Buy
3,333
+1,513
+83% +$157K 0.01% 1084
2021
Q4 		$260K Sell
1,820
-499
-22% -$76.3K ﹤0.01% 1202
2021
Q3 		$293K Sell
2,319
-1,143
-33% -$135K 0.01% 1113
2021
Q2 		$380K Sell
3,462
-705
-17% -$69.3K 0.01% 1049
2021
Q1 		$418K Buy
4,167
+777
+23% +$95.7K 0.01% 952
2020
Q4 		$520K Buy
+3,390
New +$412K 0.01% 752

Other funds holding U

Silver Lake Group
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SC US (TTGP)
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
Slate Path Capital
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Atreides Management
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

Steward Partners Investment Advisory's U Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Unity (U) stake by 64% in Q2 2026, selling an estimated $14.1K and leaving 294 shares worth $8.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3799.

Steward Partners Investment Advisory first reported a position in U in Q4 2020 and has held it in 23 quarters since. The position peaked at $520K in Q4 2020. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Steward Partners Investment Advisory held 294 shares of Unity worth $8.42K as of Q2 2026.
  • Steward Partners Investment Advisory sold 530 Unity shares in Q2 2026, an estimated $14.1K.
  • Unity made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3799 holding.
  • Steward Partners Investment Advisory first reported a position in Unity in Q4 2020 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Unity position peaked at $520K in Q4 2020.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.