TWD
UNTY icon

True Wealth Design’s Unity Bancorp UNTY Stock Holding History

True Wealth Design’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411 Buy
7
+3
+75% +$164 ﹤0.01% 2261
2026
Q1 		$208 Hold
4
– – ﹤0.01% 2329
2025
Q4 		$207 Hold
4
– – ﹤0.01% 2221
2025
Q3 		$196 Hold
4
– – ﹤0.01% 2307
2025
Q2 		$189 Hold
4
– – ﹤0.01% 2095
2025
Q1 		$163 Hold
4
– – ﹤0.01% 2034
2024
Q4 		$175 Hold
4
– – ﹤0.01% 1236
2024
Q3 		$137 Buy
+4
New +$130 ﹤0.01% 1218

Other funds holding UNTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's UNTY Position: Q2 2026 in Review

True Wealth Design increased its Unity Bancorp (UNTY) stake by 75% in Q2 2026, buying an estimated $164 and bringing the position to 7 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

True Wealth Design first reported a position in UNTY in Q3 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold UNTY as of Q2 2026.

  • True Wealth Design held 7 shares of Unity Bancorp worth $411 as of Q2 2026.
  • True Wealth Design bought 3 Unity Bancorp shares in Q2 2026, an estimated $164.
  • Unity Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2261 holding.
  • True Wealth Design first reported a position in Unity Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 143 funds tracked by Wall St. Rank held Unity Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.