Wealth Enhancement Advisory Services’s Unity U Stock Holding History

Wealth Enhancement Advisory Services’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	$4.25M	Buy	153,751 +137,654	+855%	+$3.66M	0.01%	1118
2026 Q1	$366K	Buy	16,097 +4,635	+40%	+$129K	﹤0.01%	2594
2025 Q4	$522K	Buy	11,462 +3,122	+37%	+$127K	﹤0.01%	2444
2025 Q3	$304K	Buy	+8,340	New	+$309K	﹤0.01%	2782
2025 Q2	–	Sell	-113,068	Closed	-$2.21M	–	3491
2025 Q1	$2.21M	Buy	+113,068	New	+$2.55M	﹤0.01%	1193
2024 Q3	–	Sell	-14,234	Closed	-$231K	–	2915
2024 Q2	$231K	Buy	14,234 +5,128	+56%	+$110K	﹤0.01%	2183
2024 Q1	$243K	Sell	9,106 -615	-6%	-$19.3K	﹤0.01%	2057
2023 Q4	$397K	Sell	9,721 -5,243	-35%	-$162K	﹤0.01%	1649
2023 Q3	$470K	Buy	+14,964	New	+$576K	﹤0.01%	1464

Other funds holding U

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 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

Wealth Enhancement Advisory Services's U Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Unity (U) stake by 855% in Q2 2026, buying an estimated $3.66M and bringing the position to 153,751 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #1118.

Wealth Enhancement Advisory Services first reported a position in U in Q3 2023 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold U as of Q2 2026.

Wealth Enhancement Advisory Services held 153,751 shares of Unity worth $4.25M as of Q2 2026.
Wealth Enhancement Advisory Services bought 137,654 Unity shares in Q2 2026, an estimated $3.66M.
Unity made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1118 holding.
Wealth Enhancement Advisory Services first reported a position in Unity in Q3 2023 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.