Alpha Family Trust’s Unity U Stock Holding History

Alpha Family Trust’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 Q4	–	Sell	-27,252	Closed	-$1.09M	–	208
2025 Q3	$1.09M	Sell	27,252 -248,681	-90%	-$9.22M	0.51%	35
2025 Q2	$6.68M	Hold	275,933	–	–	3.31%	8
2025 Q1	$5.41M	Hold	275,933	–	–	3.15%	8
2024 Q4	$6.2M	Hold	275,933	–	–	3.48%	8
2024 Q3	$6.24M	Hold	275,933	–	–	3.49%	8
2024 Q2	$4.49M	Hold	275,933	–	–	2.63%	9
2024 Q1	$7.34M	Hold	275,933	–	–	4.44%	7
2023 Q4	$11.3M	Hold	275,933	–	–	7.62%	3
2023 Q3	$8.66M	Sell	275,933 -137,966	-33%	-$5.31M	6.59%	4
2023 Q2	$18M	Hold	413,899	–	–	12.55%	1
2023 Q1	$13.4M	Hold	413,899	–	–	10.63%	1
2022 Q4	$11.8M	Buy	+413,899	New	+$13M	10.68%	1

Other funds holding U

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Alpha Family Trust's U Position: Q4 2025 in Review

Alpha Family Trust sold out of Unity (U) in Q4 2025, closing a stake of 27,252 shares — an estimated $1.09M sold.

Alpha Family Trust first reported a position in U in Q4 2022 and held it in 12 quarters. The position peaked at $18M in Q2 2023. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

Alpha Family Trust reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
Alpha Family Trust sold 27,252 Unity shares in Q4 2025, an estimated $1.09M.
Alpha Family Trust first reported a position in Unity in Q4 2022 and held it in 12 quarters.
Alpha Family Trust's Unity position peaked at $18M in Q2 2023.
602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Alpha Family Trust's 13F filing for Q4 2025, filed 12 Feb 2026.