V-Square Quantitative Management
U icon

V-Square Quantitative Management’s Unity U Stock Holding History

V-Square Quantitative Management’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 		$95.3K Buy
2,329
+297
+15% +$11.4K 0.01% 542
2026
Q2 		$58.1K Sell
2,032
-849
-29% -$22.6K 0.01% 573
2026
Q1 		$63.2K Buy
2,881
+2,193
+319% +$60.8K 0.01% 571
2025
Q4 		$30.4K Buy
+688
New +$28K ﹤0.01% 630

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Blue Zone Wealth Advisors
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Affinity Capital Advisors
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Hidden Cove Wealth Management
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Vontobel Holding
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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

V-Square Quantitative Management's U Position: Q3 2026 in Review

V-Square Quantitative Management increased its Unity (U) stake by 15% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,329 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #542.

V-Square Quantitative Management first reported a position in U in Q4 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • V-Square Quantitative Management held 2,329 shares of Unity worth $95.3K as of Q3 2026.
  • V-Square Quantitative Management bought 297 Unity shares in Q3 2026, an estimated $11.4K.
  • Unity made up 0.01% of V-Square Quantitative Management's portfolio in Q3 2026, its #542 holding.
  • V-Square Quantitative Management first reported a position in Unity in Q4 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.