AWM
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AE Wealth Management’s Unity U Stock Holding History

AE 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
2025
Q3 		– Sell
-10,607
Closed -$257K – 2373
2025
Q2 		$257K Sell
10,607
-2,816
-21% -$62K ﹤0.01% 1188
2025
Q1 		$263K Buy
+13,423
New +$303K ﹤0.01% 1144
2024
Q1 		– Sell
-126,012
Closed -$4.17M – 1930
2023
Q4 		$4.17M Buy
126,012
+10,212
+9% +$315K 0.02% 654
2023
Q3 		$3.63M Buy
115,800
+17,990
+18% +$693K 0.02% 638
2023
Q2 		$4.25M Sell
97,810
-14,686
-13% -$470K 0.03% 591
2023
Q1 		$3.65M Buy
112,496
+7,011
+7% +$225K 0.02% 598
2022
Q4 		$3.02M Sell
105,485
-6,177
-6% -$194K 0.02% 615
2022
Q3 		$3.56M Buy
111,662
+41,806
+60% +$1.72M 0.03% 514
2022
Q2 		$2.57M Buy
69,856
+16,495
+31% +$937K 0.02% 584
2022
Q1 		$5.29M Sell
53,361
-9,256
-15% -$959K 0.04% 423
2021
Q4 		$8.95M Sell
62,617
-4,616
-7% -$705K 0.06% 293
2021
Q3 		$8.49M Buy
67,233
+7,974
+13% +$944K 0.07% 265
2021
Q2 		$6.51M Buy
59,259
+25,157
+74% +$2.47M 0.06% 306
2021
Q1 		$3.42M Buy
+34,102
New +$4.2M 0.03% 414

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

AE Wealth Management's U Position: Q3 2025 in Review

AE Wealth Management sold out of Unity (U) in Q3 2025, closing a stake of 10,607 shares — an estimated $257K sold.

AE Wealth Management first reported a position in U in Q1 2021 and held it in 14 quarters. The position peaked at $8.95M in Q4 2021. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • AE Wealth Management reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 10,607 Unity shares in Q3 2025, an estimated $257K.
  • AE Wealth Management first reported a position in Unity in Q1 2021 and held it in 14 quarters.
  • AE Wealth Management's Unity position peaked at $8.95M in Q4 2021.
  • 548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.