ACA
U icon

American Capital Advisory’s Unity U Stock Holding History

American Capital Advisory’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
-3
Closed -$133 – 1213
2025
Q4 		$133 Buy
3
+1
+50% +$41 ﹤0.01% 964
2025
Q3 		$81 Buy
+2
New +$74 ﹤0.01% 975
2025
Q1 		– Sell
-100
Closed -$2.25K – 844
2024
Q4 		$2.25K Hold
100
– – ﹤0.01% 396
2024
Q3 		$2.26K Hold
100
– – ﹤0.01% 388
2024
Q2 		$4.09K Hold
100
– – ﹤0.01% 319
2024
Q1 		$3.24K Hold
100
– – ﹤0.01% 337
2023
Q4 		$4.09K Buy
+100
New +$3.08K ﹤0.01% 319

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