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Ascent Wealth Partners’s Unity U Stock Holding History

Ascent Wealth Partners’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
-5,625
Closed -$248K – 201
2025
Q4 		$248K Buy
+5,625
New +$229K 0.03% 166

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 $5.72T 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 $5B 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 $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ascent Wealth Partners's U Position: Q1 2026 in Review

Ascent Wealth Partners sold out of Unity (U) in Q1 2026, closing a stake of 5,625 shares — an estimated $248K sold.

Ascent Wealth Partners first reported a position in U in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Ascent Wealth Partners reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Ascent Wealth Partners sold 5,625 Unity shares in Q1 2026, an estimated $248K.
  • Ascent Wealth Partners first reported a position in Unity in Q4 2025 and held it in 1 quarter.
  • Ascent Wealth Partners's Unity position peaked at $248K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.