180 Wealth Advisors’s Unity U Stock Holding History

180 Wealth Advisors’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	$380K	Sell	13,306 -2,229	-14%	-$59.3K	0.04%	339
2026 Q1	$341K	Buy	15,535 +5,074	+49%	+$141K	0.04%	335
2025 Q4	$462K	Buy	10,461 +20	+0.2%	+$815	0.05%	278
2025 Q3	$418K	Sell	10,441 -1,511	-13%	-$56K	0.05%	290
2025 Q2	$289K	Sell	11,952 -375	-3%	-$8.25K	0.04%	342
2025 Q1	$241K	Sell	12,327 -279	-2%	-$6.3K	0.04%	351
2024 Q4	$283K	Sell	12,606 -1,229	-9%	-$27.3K	0.04%	329
2024 Q3	$313K	Buy	13,835 +820	+6%	+$14.2K	0.05%	326
2024 Q2	$215K	Buy	+13,015	New	+$278K	0.04%	389

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

180 Wealth Advisors's U Position: Q2 2026 in Review

180 Wealth Advisors reduced its Unity (U) stake by 14% in Q2 2026, selling an estimated $59.3K and leaving 13,306 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #339.

180 Wealth Advisors first reported a position in U in Q2 2024 and has held it in 9 quarters since. The position peaked at $462K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

180 Wealth Advisors held 13,306 shares of Unity worth $380K as of Q2 2026.
180 Wealth Advisors sold 2,229 Unity shares in Q2 2026, an estimated $59.3K.
Unity made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #339 holding.
180 Wealth Advisors first reported a position in Unity in Q2 2024 and has held it in 9 quarters since.
180 Wealth Advisors's Unity position peaked at $462K in Q4 2025.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.