SSG
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Summit Securities Group’s Unity U Stock Holding History

Summit Securities Group’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 		– Sell
-2,453
Closed -$53.8K – 1383
2026
Q1 		$53.8K Buy
+2,453
New +$68K 0.01% 376
2022
Q4 		– Sell
-10,000
Closed -$313K – 1381
2022
Q3 		$319K Buy
+10,000
New +$411K 0.02% 330
2021
Q3 		– Sell
-1,950
Closed -$231K – 893
2021
Q2 		$214K Buy
+1,950
New +$192K 0.02% 641

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

Summit Securities Group's U Position: Q2 2026 in Review

Summit Securities Group sold out of Unity (U) in Q2 2026, closing a stake of 2,453 shares — an estimated $53.8K sold.

Summit Securities Group first reported a position in U in Q2 2021 and held it in 3 quarters. The position peaked at $319K in Q3 2022. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Summit Securities Group reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 2,453 Unity shares in Q2 2026, an estimated $53.8K.
  • Summit Securities Group first reported a position in Unity in Q2 2021 and held it in 3 quarters.
  • Summit Securities Group's Unity position peaked at $319K in Q3 2022.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.