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U icon

True Wealth Design’s Unity U Stock Holding History

True Wealth Design’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
Q3 		$157K Buy
3,847
+888
+30% +$34.1K 0.04% 162
2026
Q2 		$84.6K Buy
2,959
+2,952
+42,171% +$78.5K 0.02% 306
2026
Q1 		$154 Sell
7
-51
-88% -$1.42K ﹤0.01% 2384
2025
Q4 		$2.56K Buy
58
+37
+176% +$1.51K ﹤0.01% 1357
2025
Q3 		$841 Hold
21
– – ﹤0.01% 1816
2025
Q2 		$509 Sell
21
-728
-97% -$16K ﹤0.01% 1734
2025
Q1 		$14.7K Buy
749
+748
+74,800% +$16.9K 0.01% 398
2024
Q4 		$23 Hold
1
– – ﹤0.01% 1340
2024
Q3 		$23 Sell
1
-7
-88% -$121 ﹤0.01% 1267
2024
Q2 		$131 Buy
8
+1
+14% +$21 ﹤0.01% 763
2024
Q1 		$187 Buy
7
+3
+75% +$94 ﹤0.01% 742
2023
Q4 		$164 Buy
4
+2
+100% +$62 ﹤0.01% 703
2023
Q3 		$63 Buy
+2
New +$77 ﹤0.01% 739

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

True Wealth Design's U Position: Q3 2026 in Review

True Wealth Design increased its Unity (U) stake by 30% in Q3 2026, buying an estimated $34.1K and bringing the position to 3,847 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #162.

True Wealth Design first reported a position in U in Q3 2023 and has held it in 13 quarters since. 33 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • True Wealth Design held 3,847 shares of Unity worth $157K as of Q3 2026.
  • True Wealth Design bought 888 Unity shares in Q3 2026, an estimated $34.1K.
  • Unity made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #162 holding.
  • True Wealth Design first reported a position in Unity in Q3 2023 and has held it in 13 quarters since.
  • 33 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.