WCG Wealth Advisors’s Unity U Stock Holding History

WCG Wealth Advisors’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	$321K	Buy	11,226 +489	+5%	+$13K	0.01%	532
2026 Q1	$236K	Buy	+10,737	New	+$298K	0.01%	513

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

WCG Wealth Advisors's U Position: Q2 2026 in Review

WCG Wealth Advisors increased its Unity (U) stake by 4.6% in Q2 2026, buying an estimated $13K and bringing the position to 11,226 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #532.

WCG Wealth Advisors first reported a position in U in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

WCG Wealth Advisors held 11,226 shares of Unity worth $321K as of Q2 2026.
WCG Wealth Advisors bought 489 Unity shares in Q2 2026, an estimated $13K.
Unity made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #532 holding.
WCG Wealth Advisors first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.