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 $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

American Capital Advisory's U Position: Q1 2026 in Review

American Capital Advisory sold out of Unity (U) in Q1 2026, closing a stake of 3 shares — an estimated $133 sold.

American Capital Advisory first reported a position in U in Q4 2023 and held it in 7 quarters. The position peaked at $4.09K in Q2 2024. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

American Capital Advisory reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
American Capital Advisory sold 3 Unity shares in Q1 2026, an estimated $133.
American Capital Advisory first reported a position in Unity in Q4 2023 and held it in 7 quarters.
American Capital Advisory's Unity position peaked at $4.09K in Q2 2024.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.