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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

BPIA

Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return

VNIM

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wedmont Private Capital's U Position: Q2 2026 in Review

Wedmont Private Capital increased its Unity (U) stake by 21% in Q2 2026, buying an estimated $84.1K and bringing the position to 18,179 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #516.

Wedmont Private Capital first reported a position in U in Q2 2025 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold U as of Q2 2026.

Wedmont Private Capital held 18,179 shares of Unity worth $562K as of Q2 2026.
Wedmont Private Capital bought 3,160 Unity shares in Q2 2026, an estimated $84.1K.
Unity made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #516 holding.
Wedmont Private Capital first reported a position in Unity in Q2 2025 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.