WA
UNTY icon

Whipplewood Advisors’s Unity Bancorp UNTY Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-6
Closed -$282 – 1116
2025
Q2 		$282 Sell
6
-1,215
-100% -$52.4K ﹤0.01% 1158
2025
Q1 		$244 Buy
1,221
+1,210
+11,000% +$54.7K ﹤0.01% 1181
2024
Q4 		$480 Buy
+11
New +$461 ﹤0.01% 1122

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Whipplewood Advisors's UNTY Position: Q3 2025 in Review

Whipplewood Advisors sold out of Unity Bancorp (UNTY) in Q3 2025, closing a stake of 6 shares — an estimated $282 sold.

Whipplewood Advisors first reported a position in UNTY in Q4 2024 and held it in 3 quarters. The position peaked at $480 in Q4 2024. 127 funds tracked by Wall St. Rank hold UNTY as of Q3 2025.

  • Whipplewood Advisors reported no remaining Unity Bancorp position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Unity Bancorp shares in Q3 2025, an estimated $282.
  • Whipplewood Advisors first reported a position in Unity Bancorp in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Unity Bancorp position peaked at $480 in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.