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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
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 $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. 564 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.
  • 564 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.