Valley National Advisers’s Unity U Stock Holding History

Valley National Advisers’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	$1.17K	Buy	+41	New	+$1.09K	﹤0.01%	858
2026 Q1	–	Sell	-41	Closed	-$1K	–	942
2025 Q4	$1K	Hold	41	–	–	﹤0.01%	896
2025 Q3	$1K	Buy	+41	New	+$1.52K	﹤0.01%	835
2024 Q3	–	Sell	-81	Closed	-$1K	–	1130
2024 Q2	$1K	Hold	81	–	–	﹤0.01%	1142
2024 Q1	$2K	Sell	81 -15	-16%	-$471	﹤0.01%	1000
2023 Q4	$3K	Buy	96 +55	+134%	+$1.7K	﹤0.01%	899
2023 Q3	$1K	Hold	41	–	–	﹤0.01%	1027
2023 Q2	$2K	Hold	41	–	–	﹤0.01%	826
2023 Q1	$1K	Hold	41	–	–	﹤0.01%	856
2022 Q4	$1K	Hold	41	–	–	﹤0.01%	818
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	880
2022 Q2	$2K	Buy	41 +22	+116%	+$1.25K	﹤0.01%	784
2022 Q1	$2K	Hold	19	–	–	﹤0.01%	815
2021 Q4	$3K	Buy	+19	New	+$2.9K	﹤0.01%	764

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

Valley National Advisers's U Position: Q2 2026 in Review

Valley National Advisers opened a new position in Unity (U) in Q2 2026: 41 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in U as recently as Q4 2025.

Valley National Advisers first reported a position in U in Q4 2021 and has held it in 14 quarters since. The position peaked at $3K in Q4 2023. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

Valley National Advisers held 41 shares of Unity worth $1.17K as of Q2 2026.
Unity was a new Valley National Advisers position in Q2 2026.
Unity made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #858 holding.
Valley National Advisers first reported a position in Unity in Q4 2021 and has held it in 14 quarters since.
Valley National Advisers's Unity position peaked at $3K in Q4 2023.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.