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
2025 Q2	–	Sell	-100	Closed	-$1.96K	–	1441
2025 Q1	$1.96K	Buy	+100	New	+$2.26K	﹤0.01%	673
2023 Q1	–	Sell	-15,000	Closed	-$429K	–	1310
2022 Q4	$429K	Sell	15,000 -5,000	-25%	-$157K	0.02%	264
2022 Q3	$637K	Buy	+20,000	New	+$823K	0.05%	214
2021 Q4	–	Sell	-40	Closed	-$505K	–	954
2021 Q3	$505K	Buy	40 +20	+100%	+$2.37K	0.04%	397
2021 Q2	$220K	Sell	20 -10	-33%	-$983	0.02%	635
2021 Q1	$301K	Sell	30 -5	-14%	-$616	0.03%	445
2020 Q4	$537K	Buy	+35	New	+$4.25K	0.05%	333

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 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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Securities Group's U Position: Q1 2026 in Review

Summit Securities Group opened a new position in Unity (U) in Q1 2026: 2,453 shares worth $53.8K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in U as recently as Q3 2022.

Summit Securities Group first reported a position in U in Q2 2021 and has held it in 3 quarters since. The position peaked at $319K in Q3 2022. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Summit Securities Group held 2,453 shares of Unity worth $53.8K as of Q1 2026.
Unity was a new Summit Securities Group position in Q1 2026.
Unity made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #376 holding.
Summit Securities Group first reported a position in Unity in Q2 2021 and has held it in 3 quarters since.
Summit Securities Group's Unity position peaked at $319K in Q3 2022.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.