James T. Borello RIA
U icon

James T. Borello RIA’s Unity U Stock Holding History

James T. Borello RIA’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 		$1.31K Buy
32
+1
+3% +$38 ﹤0.01% 972
2026
Q2 		$886 Sell
31
-30
-49% -$798 ﹤0.01% 1028
2026
Q1 		$1.34K Buy
61
+11
+22% +$305 ﹤0.01% 968
2025
Q4 		$2.21K Buy
50
+46
+1,150% +$1.88K ﹤0.01% 763
2025
Q3 		$160 Buy
+4
New +$148 ﹤0.01% 938

Other funds holding U

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Hidden Cove Wealth Management
Hidden Cove Wealth Management Bainbridge Island, Washington $187M AUM 19.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

James T. Borello RIA's U Position: Q3 2026 in Review

James T. Borello RIA increased its Unity (U) stake by 3.2% in Q3 2026, buying an estimated $38 and bringing the position to 32 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

James T. Borello RIA first reported a position in U in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.21K in Q4 2025. 93 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • James T. Borello RIA held 32 shares of Unity worth $1.31K as of Q3 2026.
  • James T. Borello RIA bought 1 Unity share in Q3 2026, an estimated $38.
  • Unity made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #972 holding.
  • James T. Borello RIA first reported a position in Unity in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Unity position peaked at $2.21K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.