Summit Securities Group’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-20,000
Closed -$637K 1382
2022
Q3
$637K Buy
+20,000
New +$823K 0.05% 215
2021
Q4
Sell
-40
Closed -$505K 955
2021
Q3
$505K Buy
+40
New +$4.74K 0.04% 398
2021
Q2
Sell
-30
Closed -$301K 881
2021
Q1
$301K Buy
+30
New +$3.69K 0.03% 446

Other funds holding U

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.