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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
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 $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

Strategic Wealth Partners's U Position: Q1 2026 in Review

Strategic Wealth Partners increased its Unity (U) stake by 8.3% in Q1 2026, buying an estimated $139 and bringing the position to 65 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Strategic Wealth Partners first reported a position in U in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.65K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Strategic Wealth Partners held 65 shares of Unity worth $1.43K as of Q1 2026.
  • Strategic Wealth Partners bought 5 Unity shares in Q1 2026, an estimated $139.
  • Unity made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1197 holding.
  • Strategic Wealth Partners first reported a position in Unity in Q4 2025 and has held it in 2 quarters since.
  • Strategic Wealth Partners's Unity position peaked at $2.65K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.