United Advisor Group’s Unity U Stock Holding History

United Advisor Group’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	$1.81M	Buy	+44,192	New	+$1.7M	0.17%	145

Other funds holding U

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

BPIA

Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

United Advisor Group's U Position: Q3 2026 in Review

United Advisor Group opened a new position in Unity (U) in Q3 2026: 44,192 shares worth $1.81M. The stake represents 0.17% of the portfolio and ranks #145 among its holdings.

300 funds tracked by Wall St. Rank hold U as of Q3 2026.

United Advisor Group held 44,192 shares of Unity worth $1.81M as of Q3 2026.
Unity was a new United Advisor Group position in Q3 2026.
Unity made up 0.17% of United Advisor Group's portfolio in Q3 2026, its #145 holding.
300 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.