Position in U
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,838,551
+$935,582 QoQ
Shares Held
134,309
+1.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#148
of 558 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Blue Zone Wealth Advisors, LLC holds $9,788,027 across 2 Software - Application names. U ranks #2 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,977 | $5,949,476 | |
| 2 | U |
Unity Software Inc.
This page
|
134,309 | $3,838,551 |
All Filings in U
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,838,551 | 134,309 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,902,969 | 132,314 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||