Zevenbergen Capital Investments’s Unity U Stock Holding History

Zevenbergen Capital Investments’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	$1.33M	Buy	+32,602	New	+$1.25M	0.03%	92
2023 Q2	–	Sell	-50,588	Closed	-$1.64M	–	105
2023 Q1	$1.64M	Sell	50,588 -435,465	-90%	-$14M	0.04%	83
2022 Q4	$13.9M	Sell	486,053 -286,830	-37%	-$8.99M	0.47%	50
2022 Q3	$24.6M	Buy	772,883 +30,919	+4%	+$1.27M	0.7%	37
2022 Q2	$27.3M	Sell	741,964 -33,300	-4%	-$1.89M	1.25%	27
2022 Q1	$76.9M	Sell	775,264 -40,624	-5%	-$4.21M	2.07%	21
2021 Q4	$117M	Buy	815,888 +26,413	+3%	+$4.04M	2.43%	16
2021 Q3	$99.7M	Sell	789,475 -92,760	-11%	-$11M	1.89%	20
2021 Q2	$96.9M	Sell	882,235 -88,360	-9%	-$8.68M	1.72%	24
2021 Q1	$97.4M	Buy	970,595 +288,967	+42%	+$35.6M	1.85%	23
2020 Q4	$105M	Buy	681,628 +660,698	+3,157%	+$80.3M	1.83%	22
2020 Q3	$1.83M	Buy	+20,930	New	+$1.77M	0.04%	53

Other funds holding U

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Zevenbergen Capital Investments's U Position: Q3 2026 in Review

Zevenbergen Capital Investments opened a new position in Unity (U) in Q3 2026: 32,602 shares worth $1.33M. The stake represents 0.03% of the portfolio and ranks #92 among its holdings. This is a return to the name: Zevenbergen Capital Investments previously reported a position in U as recently as Q1 2023.

Zevenbergen Capital Investments first reported a position in U in Q3 2020 and has held it in 12 quarters since. The position peaked at $117M in Q4 2021. 15 funds tracked by Wall St. Rank hold U as of Q3 2026.

Zevenbergen Capital Investments held 32,602 shares of Unity worth $1.33M as of Q3 2026.
Unity was a new Zevenbergen Capital Investments position in Q3 2026.
Unity made up 0.03% of Zevenbergen Capital Investments's portfolio in Q3 2026, its #92 holding.
Zevenbergen Capital Investments first reported a position in Unity in Q3 2020 and has held it in 12 quarters since.
Zevenbergen Capital Investments's Unity position peaked at $117M in Q4 2021.
15 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q3 2026, filed 8 Oct 2026.