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Wealth Enhancement Trust Services’s Unity U Stock Holding History

Wealth Enhancement Trust 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 		$14.8K Buy
519
+395
+319% +$10.5K ﹤0.01% 666
2026
Q1 		$2.72K Buy
+124
New +$3.44K ﹤0.01% 672

Other funds holding U

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Unity (U) stake by 319% in Q2 2026, buying an estimated $10.5K and bringing the position to 519 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Wealth Enhancement Trust Services first reported a position in U in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Wealth Enhancement Trust Services held 519 shares of Unity worth $14.8K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 395 Unity shares in Q2 2026, an estimated $10.5K.
  • Unity made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #666 holding.
  • Wealth Enhancement Trust Services first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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