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Strategic Wealth Partners’s Unity U Stock Holding History

Strategic Wealth Partners’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 		$1.86K Hold
65
– – ﹤0.01% 1210
2026
Q1 		$1.43K Buy
65
+5
+8% +$139 ﹤0.01% 1197
2025
Q4 		$2.65K Buy
+60
New +$2.44K ﹤0.01% 1162

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

Strategic Wealth Partners's U Position: Q2 2026 in Review

Strategic Wealth Partners held its Unity (U) position steady in Q2 2026 at 65 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Strategic Wealth Partners first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Strategic Wealth Partners held 65 shares of Unity worth $1.86K as of Q2 2026.
  • Strategic Wealth Partners left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1210 holding.
  • Strategic Wealth Partners first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Unity position peaked at $2.65K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.