Wedmont Private Capital’s Unity U Stock Holding History

Wedmont Private Capital’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 Q3	$1.01M	Buy	21,954 +3,775	+21%	+$145K	0.02%	393
2026 Q2	$562K	Buy	18,179 +3,160	+21%	+$84.1K	0.02%	516
2026 Q1	$334K	Buy	15,019 +4,322	+40%	+$120K	0.01%	633
2025 Q4	$485K	Sell	10,697 -361	-3%	-$14.7K	0.02%	487
2025 Q3	$403K	Buy	11,058 +1,599	+17%	+$59.3K	0.02%	534
2025 Q2	$278K	Buy	+9,459	New	+$208K	0.01%	601

Other funds holding U

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's U Position: Q3 2026 in Review

Wedmont Private Capital increased its Unity (U) stake by 21% in Q3 2026, buying an estimated $145K and bringing the position to 21,954 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #393.

Wedmont Private Capital first reported a position in U in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold U as of Q3 2026.

Wedmont Private Capital held 21,954 shares of Unity worth $1.01M as of Q3 2026.
Wedmont Private Capital bought 3,775 Unity shares in Q3 2026, an estimated $145K.
Unity made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #393 holding.
Wedmont Private Capital first reported a position in Unity in Q2 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.