AWM
U icon

Activest Wealth Management’s Unity U Stock Holding History

Activest Wealth Management’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
Q1 		– Sell
-39
Closed -$1.72K – 1412
2025
Q4 		$1.72K Sell
39
-76
-66% -$3.1K ﹤0.01% 906
2025
Q3 		$4.61K Buy
115
+114
+11,400% +$4.23K ﹤0.01% 660
2025
Q2 		$24 Sell
1
-15
-94% -$330 ﹤0.01% 1011
2025
Q1 		$313 Buy
16
+15
+1,500% +$339 ﹤0.01% 901
2024
Q4 		$22 Buy
+1
New +$22 ﹤0.01% 837
2022
Q4 		– Sell
-125
Closed -$4K – 472
2022
Q3 		$4K Hold
125
– – ﹤0.01% 369
2022
Q2 		$5K Buy
125
+79
+172% +$4.49K ﹤0.01% 261
2022
Q1 		$5K Buy
+46
New +$4.76K ﹤0.01% 261

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return