AWM
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Austin Wealth Management’s Unity U Stock Holding History

Austin 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
2026
Q1 		– Sell
-8,571
Closed -$388K – 153
2025
Q4 		$388K Hold
8,571
– – 0.06% 111
2025
Q3 		$302K Sell
8,571
-22
-0.3% -$816 0.05% 121
2025
Q2 		$287K Buy
+8,593
New +$189K 0.05% 109
2024
Q1 		– Sell
-6,784
Closed -$230K – 128
2023
Q4 		$230K Buy
+6,784
New +$209K 0.06% 106

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Austin Wealth Management's U Position: Q1 2026 in Review

Austin Wealth Management sold out of Unity (U) in Q1 2026, closing a stake of 8,571 shares — an estimated $388K sold.

Austin Wealth Management first reported a position in U in Q4 2023 and held it in 4 quarters. The position peaked at $388K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Austin Wealth Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Austin Wealth Management sold 8,571 Unity shares in Q1 2026, an estimated $388K.
  • Austin Wealth Management first reported a position in Unity in Q4 2023 and held it in 4 quarters.
  • Austin Wealth Management's Unity position peaked at $388K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.