Synergy Investment Management’s Unity U Stock Holding History

Synergy Investment Management’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	$1.91K	Buy	64 +24	+60%	+$638	﹤0.01%	902
2026 Q1	$878	Buy	+40	New	+$1.11K	﹤0.01%	780

Other funds holding U

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Synergy Investment Management's U Position: Q2 2026 in Review

Synergy Investment Management increased its Unity (U) stake by 60% in Q2 2026, buying an estimated $638 and bringing the position to 64 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Synergy Investment Management first reported a position in U in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Synergy Investment Management held 64 shares of Unity worth $1.91K as of Q2 2026.
Synergy Investment Management bought 24 Unity shares in Q2 2026, an estimated $638.
Unity made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #902 holding.
Synergy Investment Management first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.