United Capital Financial Advisors’s Unity U Stock Holding History

United Capital 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	$322K	Buy	11,275 +244	+2%	+$6.49K	﹤0.01%	1338
2026 Q1	$242K	Buy	11,031 +329	+3%	+$9.13K	﹤0.01%	1466
2025 Q4	$473K	Buy	10,702 +561	+6%	+$22.9K	﹤0.01%	988
2025 Q3	$406K	Buy	10,141 +811	+9%	+$30.1K	﹤0.01%	928
2025 Q2	$226K	Buy	+9,330	New	+$205K	﹤0.01%	1016
2025 Q1	–	Sell	-8,983	Closed	-$202K	–	1111
2024 Q4	$202K	Buy	+8,983	New	+$200K	﹤0.01%	1020

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

United Capital Financial Advisors's U Position: Q2 2026 in Review

United Capital Financial Advisors increased its Unity (U) stake by 2.2% in Q2 2026, buying an estimated $6.49K and bringing the position to 11,275 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

United Capital Financial Advisors first reported a position in U in Q4 2024 and has held it in 6 quarters since. The position peaked at $473K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

United Capital Financial Advisors held 11,275 shares of Unity worth $322K as of Q2 2026.
United Capital Financial Advisors bought 244 Unity shares in Q2 2026, an estimated $6.49K.
Unity made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1338 holding.
United Capital Financial Advisors first reported a position in Unity in Q4 2024 and has held it in 6 quarters since.
United Capital Financial Advisors's Unity position peaked at $473K in Q4 2025.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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