SSG
U icon

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
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

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.