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Atticus Wealth Management’s Unity U Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-10
Closed -$242 – 607
2025
Q2 		$242 Buy
+10
New +$220 ﹤0.01% 664
2023
Q1 		– Sell
-48
Closed -$1.37K – 585
2022
Q4 		$1.37K Buy
+48
New +$1.5K ﹤0.01% 481

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Atticus Wealth Management's U Position: Q3 2025 in Review

Atticus Wealth Management sold out of Unity (U) in Q3 2025, closing a stake of 10 shares — an estimated $242 sold.

Atticus Wealth Management first reported a position in U in Q4 2022 and held it in 2 quarters. The position peaked at $1.37K in Q4 2022. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • Atticus Wealth Management reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 10 Unity shares in Q3 2025, an estimated $242.
  • Atticus Wealth Management first reported a position in Unity in Q4 2022 and held it in 2 quarters.
  • Atticus Wealth Management's Unity position peaked at $1.37K in Q4 2022.
  • 548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.