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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
Q2 		$273K Sell
9,545
-1,439
-13% -$38.3K 0.2% 95
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 $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

Synergy Financial Group's U Position: Q2 2026 in Review

Synergy Financial Group reduced its Unity (U) stake by 13% in Q2 2026, selling an estimated $38.3K and leaving 9,545 shares worth $273K. The position accounts for 0.2% of the portfolio, ranked #95.

Synergy Financial Group first reported a position in U in Q3 2025 and has held it in 4 quarters since. The position peaked at $405K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Synergy Financial Group held 9,545 shares of Unity worth $273K as of Q2 2026.
  • Synergy Financial Group sold 1,439 Unity shares in Q2 2026, an estimated $38.3K.
  • Unity made up 0.2% of Synergy Financial Group's portfolio in Q2 2026, its #95 holding.
  • Synergy Financial Group first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
  • Synergy Financial Group's Unity position peaked at $405K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.