Institutions / Unison Asset Management LLC / Activity
Activity — Unison Asset Management LLC
15 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Microsoft Corp Common stock | $6.67M | +18K +101.89% | 35,421 5.37% of portfolio | medium |
| Q2 2026 as of | Add | Visa Inc Common stock | $4.51M | +13K +67.22% | 32,677 4.55% of portfolio | low |
| Q2 2026 as of | Add | Adobe Inc. Common stock | $4.26M | +21K +4467.96% | 21,241 1.77% of portfolio | low |
| Q2 2026 as of | Add | H5919C104 Common stock | $3.98M | +112K +310.58% | 148,367 2.13% of portfolio | low |
| Q2 2026 as of | Add | American Express Co Common stock | $3.62M | +11K +28.08% | 48,782 6.70% of portfolio | low |
| Q2 2026 as of | Add | G6683N103 Common stock | $3.18M | +238K +18.10% | 1,550,846 8.41% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $1.79M | +4K +8.03% | 48,189 9.79% of portfolio | low |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $649.5K | +1K +5.27% | 27,179 5.27% of portfolio | low |
| Q2 2026 as of | Add | Elevance Health Inc Common stock | $553.0K | +1K +5.15% | 29,175 4.58% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $402.3K | +968 +4.73% | 21,421 3.62% of portfolio | low |
| Q2 2026 as of | Add | O Reilly Automotive Inc Common stock | $370.8K | +4K +5.13% | 82,539 3.09% of portfolio | low |
| Q2 2026 as of | Add | CDW Corp Common stock | $363.0K | +3K +5.36% | 50,751 2.90% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $346.4K | +2K +5.12% | 32,256 2.89% of portfolio | low |
| Q2 2026 as of | Add | Apple Inc. Common stock | $297.8K | +1K +4.79% | 22,532 2.65% of portfolio | low |
| Q2 2026 as of | Add | Deere & Co Common stock | $274.7K | +433 +6.22% | 7,390 1.90% of portfolio | low |