AllSquare Wealth Management’s Unity Biotechnology UBX Stock Holding History

AllSquare Wealth Management’s Portfolio UBX Stock Details UBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3	Hold	55	–	–	﹤0.01%	537
2025 Q2	$21	Hold	55	–	–	﹤0.01%	531
2025 Q1	$57	Hold	55	–	–	﹤0.01%	527
2024 Q4	$54	Hold	55	–	–	﹤0.01%	528
2024 Q3	$81	Hold	55	–	–	﹤0.01%	528
2024 Q2	$74	Hold	55	–	–	﹤0.01%	522
2024 Q1	$90	Hold	55	–	–	﹤0.01%	520
2023 Q4	$106	Hold	55	–	–	﹤0.01%	520
2023 Q3	$132	Hold	55	–	–	﹤0.01%	524
2023 Q2	$161	Hold	55	–	–	﹤0.01%	543
2023 Q1	$90	Hold	55	–	–	﹤0.01%	543
2022 Q4	$151	Sell	55 -1	-2%	-$3	﹤0.01%	512
2022 Q3	$0	Hold	56	–	–	﹤0.01%	536
2022 Q2	$0	Hold	56	–	–	﹤0.01%	532
2022 Q1	$1K	Hold	56	–	–	﹤0.01%	494
2021 Q4	$1K	Hold	56	–	–	﹤0.01%	483
2021 Q3	$2K	Hold	56	–	–	﹤0.01%	462
2021 Q2	$3K	Hold	56	–	–	﹤0.01%	460
2021 Q1	$3K	Hold	56	–	–	﹤0.01%	449
2020 Q4	$3K	Hold	56	–	–	﹤0.01%	414
2020 Q3	$2K	Hold	56	–	–	﹤0.01%	436
2020 Q2	$5K	Hold	56	–	–	﹤0.01%	390
2020 Q1	$3K	Hold	56	–	–	﹤0.01%	395
2019 Q4	$4K	Hold	56	–	–	﹤0.01%	390
2019 Q3	$3K	Hold	56	–	–	﹤0.01%	404
2019 Q2	$5K	Hold	56	–	–	﹤0.01%	393
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	392
2018 Q4	$9K	Hold	56	–	–	0.01%	331
2018 Q3	$9K	Buy	+56	New	+$9.22K	0.01%	354

Other funds holding UBX

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

AllSquare Wealth Management's UBX Position: Q3 2025 in Review

AllSquare Wealth Management held its Unity Biotechnology (UBX) position steady in Q3 2025 at 55 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #537.

AllSquare Wealth Management first reported a position in UBX in Q3 2018 and has held it in 29 quarters since. The position peaked at $9K in Q4 2018. 6 funds tracked by Wall St. Rank hold UBX as of Q3 2025.

AllSquare Wealth Management held 55 shares of Unity Biotechnology worth $3 as of Q3 2025.
AllSquare Wealth Management left its Unity Biotechnology share count unchanged in Q3 2025.
Unity Biotechnology made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #537 holding.
AllSquare Wealth Management first reported a position in Unity Biotechnology in Q3 2018 and has held it in 29 quarters since.
AllSquare Wealth Management's Unity Biotechnology position peaked at $9K in Q4 2018.
6 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.