AFG
U icon

Atomi Financial Group’s Unity U Stock Holding History

Atomi Financial Group’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 		$219K Sell
9,969
-2,795
-22% -$77.5K 0.01% 1118
2025
Q4 		$564K Buy
12,764
+3,354
+36% +$137K 0.02% 635
2025
Q3 		$377K Buy
+9,410
New +$349K 0.01% 769
2024
Q2 		– Sell
-8,972
Closed -$240K – 839
2024
Q1 		$240K Buy
8,972
+1,147
+15% +$36K 0.02% 616
2023
Q4 		$320K Buy
+7,825
New +$241K 0.04% 396

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

Atomi Financial Group's U Position: Q1 2026 in Review

Atomi Financial Group reduced its Unity (U) stake by 22% in Q1 2026, selling an estimated $77.5K and leaving 9,969 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1118.

Atomi Financial Group first reported a position in U in Q4 2023 and has held it in 5 quarters since. The position peaked at $564K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Atomi Financial Group held 9,969 shares of Unity worth $219K as of Q1 2026.
  • Atomi Financial Group sold 2,795 Unity shares in Q1 2026, an estimated $77.5K.
  • Unity made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1118 holding.
  • Atomi Financial Group first reported a position in Unity in Q4 2023 and has held it in 5 quarters since.
  • Atomi Financial Group's Unity position peaked at $564K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.