Vision Retirement’s Unity U Stock Holding History

Vision Retirement’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	$372	Hold	13	–	–	﹤0.01%	606
2026 Q1	$285	Hold	13	–	–	﹤0.01%	632
2025 Q4	$574	Buy	+13	New	+$530	﹤0.01%	572

Other funds holding U

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vision Retirement's U Position: Q2 2026 in Review

Vision Retirement held its Unity (U) position steady in Q2 2026 at 13 shares worth $372. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Vision Retirement first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $574 in Q4 2025. 519 funds tracked by Wall St. Rank hold U as of Q2 2026.

Vision Retirement held 13 shares of Unity worth $372 as of Q2 2026.
Vision Retirement left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #606 holding.
Vision Retirement first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
Vision Retirement's Unity position peaked at $574 in Q4 2025.
519 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.