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Transamerica Financial Advisors’s Unity U Stock Holding History

Transamerica Financial Advisors’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 		$1.23K Buy
43
+18
+72% +$479 ﹤0.01% 1440
2026
Q1 		$548 Sell
25
-154
-86% -$4.27K ﹤0.01% 1461
2025
Q4 		$7.91K Buy
+179
New +$7.29K ﹤0.01% 887

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

Transamerica Financial Advisors's U Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Unity (U) stake by 72% in Q2 2026, buying an estimated $479 and bringing the position to 43 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Transamerica Financial Advisors first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.91K in Q4 2025. 562 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Transamerica Financial Advisors held 43 shares of Unity worth $1.23K as of Q2 2026.
  • Transamerica Financial Advisors bought 18 Unity shares in Q2 2026, an estimated $479.
  • Unity made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1440 holding.
  • Transamerica Financial Advisors first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Transamerica Financial Advisors's Unity position peaked at $7.91K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.