PSI
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Planning Strategies Inc.’s Unity U Stock Holding History

Planning Strategies Inc.’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 		$200 Buy
+7
New +$186 ﹤0.01% 987

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
HCWM
Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s U Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Unity (U) in Q2 2026: 7 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings.

116 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of Unity worth $200 as of Q2 2026.
  • Unity was a new Planning Strategies Inc. position in Q2 2026.
  • Unity made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #987 holding.
  • 116 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.