Stifel Financial
U icon

Stifel Financial’s Unity U Stock Holding History

Stifel Financial’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 		$354K Sell
16,132
-3,764
-19% -$104K ﹤0.01% 3075
2025
Q4 		$879K Sell
19,896
-571
-3% -$23.3K ﹤0.01% 2527
2025
Q3 		$819K Sell
20,467
-71,115
-78% -$2.64M ﹤0.01% 2518
2025
Q2 		$2.22M Sell
91,582
-17,310
-16% -$381K ﹤0.01% 1773
2025
Q1 		$2.13M Buy
108,892
+28,646
+36% +$647K ﹤0.01% 1719
2024
Q4 		$1.8M Sell
80,246
-125,039
-61% -$2.78M ﹤0.01% 1849
2024
Q3 		$4.64M Sell
205,285
-27,091
-12% -$468K ﹤0.01% 1247
2024
Q2 		$3.78M Buy
232,376
+16,863
+8% +$361K ﹤0.01% 1295
2024
Q1 		$5.75M Buy
215,513
+45,825
+27% +$1.44M 0.01% 1062
2023
Q4 		$6.94M Sell
169,688
-76,822
-31% -$2.37M 0.01% 934
2023
Q3 		$7.74M Buy
246,510
+9,583
+4% +$369K 0.01% 826
2023
Q2 		$10.3M Sell
236,927
-17,276
-7% -$553K 0.01% 701
2023
Q1 		$8.25M Buy
254,203
+20,507
+9% +$660K 0.01% 767
2022
Q4 		$6.68M Buy
233,696
+2,665
+1% +$83.5K 0.01% 842
2022
Q3 		$7.36M Sell
231,031
-25,107
-10% -$1.03M 0.01% 760
2022
Q2 		$9.43M Buy
256,138
+19,157
+8% +$1.09M 0.01% 676
2022
Q1 		$23.5M Buy
236,981
+74,035
+45% +$7.67M 0.03% 457
2021
Q4 		$23.3M Sell
162,946
-17,559
-10% -$2.68M 0.03% 455
2021
Q3 		$22.8M Buy
180,505
+64,436
+56% +$7.63M 0.03% 446
2021
Q2 		$12.7M Sell
116,069
-36,277
-24% -$3.56M 0.02% 617
2021
Q1 		$15.3M Buy
152,346
+131,405
+628% +$16.2M 0.03% 514
2020
Q4 		$3.21M Buy
+20,941
New +$2.55M 0.01% 1095

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

Stifel Financial's U Position: Q1 2026 in Review

Stifel Financial reduced its Unity (U) stake by 19% in Q1 2026, selling an estimated $104K and leaving 16,132 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Stifel Financial first reported a position in U in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.5M in Q1 2022. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Stifel Financial held 16,132 shares of Unity worth $354K as of Q1 2026.
  • Stifel Financial sold 3,764 Unity shares in Q1 2026, an estimated $104K.
  • Unity made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3075 holding.
  • Stifel Financial first reported a position in Unity in Q4 2020 and has held it in 22 quarters since.
  • Stifel Financial's Unity position peaked at $23.5M in Q1 2022.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.