Wellington Management Group
UNTY icon

Wellington Management Group’s Unity Bancorp UNTY Stock Holding History

Wellington Management Group’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.1M Sell
195,402
-43,836
-18% -$2.31M ﹤0.01% 1233
2025
Q4 		$12.4M Sell
239,238
-9,469
-4% -$472K ﹤0.01% 1190
2025
Q3 		$12.2M Hold
248,707
– – ﹤0.01% 1212
2025
Q2 		$11.7M Sell
248,707
-2,902
-1% -$125K ﹤0.01% 1159
2025
Q1 		$10.2M Sell
251,609
-59,344
-19% -$2.68M ﹤0.01% 1194
2024
Q4 		$13.6M Buy
310,953
+18,660
+6% +$782K ﹤0.01% 1107
2024
Q3 		$9.96M Sell
292,293
-26,917
-8% -$874K ﹤0.01% 1176
2024
Q2 		$9.44M Sell
319,210
-35,280
-10% -$953K ﹤0.01% 1169
2024
Q1 		$9.78M Sell
354,490
-71,020
-17% -$1.98M ﹤0.01% 1139
2023
Q4 		$12.6M Hold
425,510
– – ﹤0.01% 1049
2023
Q3 		$9.97M Hold
425,510
– – ﹤0.01% 1109
2023
Q2 		$10M Hold
425,510
– – ﹤0.01% 1107
2023
Q1 		$9.71M Sell
425,510
-66,500
-14% -$1.71M ﹤0.01% 1108
2022
Q4 		$13.4M Sell
492,010
-62,200
-11% -$1.71M ﹤0.01% 1012
2022
Q3 		$13.9M Sell
554,210
-21,300
-4% -$585K ﹤0.01% 1014
2022
Q2 		$15.2M Sell
575,510
-15,800
-3% -$443K ﹤0.01% 1014
2022
Q1 		$16.5M Sell
591,310
-51,651
-8% -$1.48M ﹤0.01% 1063
2021
Q4 		$16.9M Sell
642,961
-7,700
-1% -$198K ﹤0.01% 1120
2021
Q3 		$15.2M Hold
650,661
– – ﹤0.01% 1154
2021
Q2 		$14.3M Buy
650,661
+92,800
+17% +$2.09M ﹤0.01% 1173
2021
Q1 		$12.3M Buy
557,861
+15,500
+3% +$313K ﹤0.01% 1185
2020
Q4 		$9.52M Buy
542,361
+18,264
+3% +$289K ﹤0.01% 1202
2020
Q3 		$6.07M Buy
524,097
+83,018
+19% +$1.09M ﹤0.01% 1225
2020
Q2 		$6.31M Buy
441,079
+42,700
+11% +$584K ﹤0.01% 1168
2020
Q1 		$4.66M Buy
398,379
+38,543
+11% +$719K ﹤0.01% 1206
2019
Q4 		$8.12M Sell
359,836
-253,900
-41% -$5.62M ﹤0.01% 1215
2019
Q3 		$13.6M Hold
613,736
– – ﹤0.01% 1066
2019
Q2 		$13.9M Buy
613,736
+14,304
+2% +$299K ﹤0.01% 1102
2019
Q1 		$11.3M Buy
599,432
+30,133
+5% +$604K ﹤0.01% 1173
2018
Q4 		$11.8M Sell
569,299
-19,560
-3% -$418K ﹤0.01% 1139
2018
Q3 		$13.5M Sell
588,859
-25,018
-4% -$602K ﹤0.01% 1197
2018
Q2 		$14M Sell
613,877
-56
-0% -$1.27K ﹤0.01% 1189
2018
Q1 		$13.5M Buy
613,933
+10,900
+2% +$228K ﹤0.01% 1191
2017
Q4 		$11.9M Sell
603,033
-11,046
-2% -$222K ﹤0.01% 1212
2017
Q3 		$12.2M Buy
614,079
+11,800
+2% +$212K ﹤0.01% 1216
2017
Q2 		$10.4M Sell
602,279
-10,637
-2% -$175K ﹤0.01% 1210
2017
Q1 		$10.4M Hold
612,916
– – ﹤0.01% 1234
2016
Q4 		$9.62M Sell
612,916
-47,756
-7% -$649K ﹤0.01% 1205
2016
Q3 		$8.47M Sell
660,672
-2
-0% -$23 ﹤0.01% 1236
2016
Q2 		$7.63M Sell
660,674
-3,452
-0.5% -$37.7K ﹤0.01% 1215
2016
Q1 		$6.87M Buy
664,126
+48,216
+8% +$488K ﹤0.01% 1261
2015
Q4 		$7M Buy
615,910
+33,770
+6% +$321K ﹤0.01% 1274
2015
Q3 		$5.25M Sell
582,140
-1,677
-0.3% -$15K ﹤0.01% 1341
2015
Q2 		$5.2M Sell
583,817
-10,526
-2% -$89.4K ﹤0.01% 1391
2015
Q1 		$4.91M Buy
594,343
+88,440
+17% +$745K ﹤0.01% 1463
2014
Q4 		$4.34M Buy
505,903
+61,154
+14% +$522K ﹤0.01% 1479
2014
Q3 		$3.89M Buy
444,749
+158,628
+55% +$1.32M ﹤0.01% 1507
2014
Q2 		$2.41M Buy
286,121
+233,949
+448% +$1.82M ﹤0.01% 1637
2014
Q1 		$379K Hold
52,172
– – ﹤0.01% 2037
2013
Q4 		$363K Hold
52,172
– – ﹤0.01% 2047
2013
Q3 		$354K Hold
52,172
– – ﹤0.01% 2039
2013
Q2 		$333K Buy
+52,172
New +$329K ﹤0.01% 2008

Other funds holding UNTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Wellington Management Group's UNTY Position: Q1 2026 in Review

Wellington Management Group reduced its Unity Bancorp (UNTY) stake by 18% in Q1 2026, selling an estimated $2.31M and leaving 195,402 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Wellington Management Group first reported a position in UNTY in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.9M in Q4 2021. 133 funds tracked by Wall St. Rank hold UNTY as of Q1 2026.

  • Wellington Management Group held 195,402 shares of Unity Bancorp worth $10.1M as of Q1 2026.
  • Wellington Management Group sold 43,836 Unity Bancorp shares in Q1 2026, an estimated $2.31M.
  • Unity Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1233 holding.
  • Wellington Management Group first reported a position in Unity Bancorp in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Unity Bancorp position peaked at $16.9M in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Unity Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.