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Yorktown Management & Research Company’s Unity U Stock Holding History

Yorktown Management & Research Company’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 		$644K Buy
+22,550
New +$600K 0.39% 85
2022
Q2 		– Sell
-2,250
Closed -$223K – 236
2022
Q1 		$223K Hold
2,250
– – 0.19% 200
2021
Q4 		$322K Hold
2,250
– – 0.22% 170
2021
Q3 		$284K Hold
2,250
– – 0.21% 186
2021
Q2 		$247K Hold
2,250
– – 0.19% 221
2021
Q1 		$226K Buy
+2,250
New +$277K 0.19% 221

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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Yorktown Management & Research Company's U Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in Unity (U) in Q2 2026: 22,550 shares worth $644K. The stake represents 0.39% of the portfolio and ranks #85 among its holdings. This is a return to the name: Yorktown Management & Research Company previously reported a position in U as recently as Q1 2022.

Yorktown Management & Research Company first reported a position in U in Q1 2021 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Yorktown Management & Research Company held 22,550 shares of Unity worth $644K as of Q2 2026.
  • Unity was a new Yorktown Management & Research Company position in Q2 2026.
  • Unity made up 0.39% of Yorktown Management & Research Company's portfolio in Q2 2026, its #85 holding.
  • Yorktown Management & Research Company first reported a position in Unity in Q1 2021 and has held it in 6 quarters since.
  • 130 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.