RAFFA WEALTH MANAGEMENT, LLC’s Unity U Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$514	Buy	18 +3	+20%	+$80	﹤0.01%	1178
2026 Q1	$329	Buy	15 +2	+15%	+$55	﹤0.01%	1109
2025 Q4	$574	Hold	13	–	–	﹤0.01%	1050
2025 Q3	$521	Hold	13	–	–	﹤0.01%	1062
2025 Q2	$315	Hold	13	–	–	﹤0.01%	1046
2025 Q1	$255	Hold	13	–	–	﹤0.01%	1031
2024 Q4	$292	Hold	13	–	–	﹤0.01%	1060
2024 Q3	$294	Hold	13	–	–	﹤0.01%	1036
2024 Q2	$211	Hold	13	–	–	﹤0.01%	1116
2024 Q1	$347	Hold	13	–	–	﹤0.01%	1071
2023 Q4	$532	Hold	13	–	–	﹤0.01%	962
2023 Q3	$408	Hold	13	–	–	﹤0.01%	978
2023 Q2	$564	Hold	13	–	–	﹤0.01%	942
2023 Q1	$422	Hold	13	–	–	﹤0.01%	990
2022 Q4	$372	Hold	13	–	–	﹤0.01%	990
2022 Q3	$414	Hold	13	–	–	﹤0.01%	1072
2022 Q2	$479	Sell	13 -4	-24%	-$227	﹤0.01%	1025
2022 Q1	$1.69K	Buy	17 +4	+31%	+$414	﹤0.01%	690
2021 Q4	$1.86K	Buy	+13	New	+$1.99K	﹤0.01%	677
2021 Q2	–	Sell	-26	Closed	-$2.52K	–	1125
2021 Q1	$2.52K	Hold	26	–	–	﹤0.01%	572
2020 Q4	$3.99K	Buy	26 +8	+44%	+$972	﹤0.01%	404
2020 Q3	$1.57K	Buy	+18	New	+$1.52K	﹤0.01%	548

Other funds holding U

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

HCWM

Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's U Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Unity (U) stake by 20% in Q2 2026, buying an estimated $80 and bringing the position to 18 shares worth $514. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in U in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.99K in Q4 2020. 130 funds tracked by Wall St. Rank hold U as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 18 shares of Unity worth $514 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 Unity shares in Q2 2026, an estimated $80.
Unity made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1178 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Unity in Q3 2020 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Unity position peaked at $3.99K in Q4 2020.
130 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.