TFC Financial Management’s Unity U Stock Holding History

TFC Financial 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	$858	Hold	30	–	–	﹤0.01%	673
2026 Q1	$659	Buy	30 +2	+7%	+$55	﹤0.01%	669
2025 Q4	$1.24K	Hold	28	–	–	﹤0.01%	586
2025 Q3	$1.12K	Hold	28	–	–	﹤0.01%	618
2025 Q2	$678	Hold	28	–	–	﹤0.01%	636
2025 Q1	$549	Hold	28	–	–	﹤0.01%	629
2024 Q4	$630	Hold	28	–	–	﹤0.01%	625
2024 Q3	$634	Buy	+28	New	+$484	﹤0.01%	630
2023 Q4	–	Sell	-11	Closed	-$346	–	731
2023 Q3	$346	Hold	11	–	–	﹤0.01%	650
2023 Q2	$478	Buy	+11	New	+$352	﹤0.01%	590
2022 Q3	–	Sell	-70	Closed	-$3K	–	580
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	381
2022 Q1	$7K	Sell	70 -58	-45%	-$6.01K	﹤0.01%	331
2021 Q4	$18K	Buy	128 +103	+412%	+$15.7K	0.01%	287
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	432
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	420
2021 Q1	$3K	Buy	+25	New	+$3.08K	﹤0.01%	410

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 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

SPC

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

TFC Financial Management's U Position: Q2 2026 in Review

TFC Financial Management held its Unity (U) position steady in Q2 2026 at 30 shares worth $858. The position accounts for ﹤0.01% of the portfolio, ranked #673.

TFC Financial Management first reported a position in U in Q1 2021 and has held it in 16 quarters since. The position peaked at $18K in Q4 2021. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

TFC Financial Management held 30 shares of Unity worth $858 as of Q2 2026.
TFC Financial Management left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #673 holding.
TFC Financial Management first reported a position in Unity in Q1 2021 and has held it in 16 quarters since.
TFC Financial Management's Unity position peaked at $18K in Q4 2021.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.