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Synergy Financial Group’s Unity U Stock Holding History

Synergy Financial 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
Q1 		$241K Buy
10,984
+1,809
+20% +$50.2K 0.18% 108
2025
Q4 		$405K Buy
9,175
+791
+9% +$32.2K 0.28% 67
2025
Q3 		$336K Buy
+8,384
New +$311K 0.23% 77

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
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
AM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Synergy Financial Group's U Position: Q1 2026 in Review

Synergy Financial Group increased its Unity (U) stake by 20% in Q1 2026, buying an estimated $50.2K and bringing the position to 10,984 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #108.

Synergy Financial Group first reported a position in U in Q3 2025 and has held it in 3 quarters since. The position peaked at $405K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Synergy Financial Group held 10,984 shares of Unity worth $241K as of Q1 2026.
  • Synergy Financial Group bought 1,809 Unity shares in Q1 2026, an estimated $50.2K.
  • Unity made up 0.18% of Synergy Financial Group's portfolio in Q1 2026, its #108 holding.
  • Synergy Financial Group first reported a position in Unity in Q3 2025 and has held it in 3 quarters since.
  • Synergy Financial Group's Unity position peaked at $405K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.