VNIM
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Vaughan Nelson Investment Management’s Unity U Stock Holding History

Vaughan Nelson Investment 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
Q2 		$70.3M Buy
+2,460,700
New +$65.5M 0.62% 61
2022
Q1 		– Sell
-507,124
Closed -$72.5M – 221
2021
Q4 		$72.5M Sell
507,124
-75,107
-13% -$11.5M 0.74% 33
2021
Q3 		$73.5M Buy
+582,231
New +$68.9M 0.75% 38

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Vaughan Nelson Investment Management's U Position: Q2 2026 in Review

Vaughan Nelson Investment Management opened a new position in Unity (U) in Q2 2026: 2,460,700 shares worth $70.3M. The stake represents 0.62% of the portfolio and ranks #61 among its holdings. This is a return to the name: Vaughan Nelson Investment Management previously reported a position in U as recently as Q4 2021.

Vaughan Nelson Investment Management first reported a position in U in Q3 2021 and has held it in 3 quarters since. The position peaked at $73.5M in Q3 2021. 44 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Vaughan Nelson Investment Management held 2,460,700 shares of Unity worth $70.3M as of Q2 2026.
  • Unity was a new Vaughan Nelson Investment Management position in Q2 2026.
  • Unity made up 0.62% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #61 holding.
  • Vaughan Nelson Investment Management first reported a position in Unity in Q3 2021 and has held it in 3 quarters since.
  • Vaughan Nelson Investment Management's Unity position peaked at $73.5M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.