Bare Financial Services’s Unity U Stock Holding History

Bare Financial Services’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	-40	Closed	-$1.77K	–	1889
2025 Q4	$1.77K	Buy	+40	New	+$1.63K	﹤0.01%	908

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

Bare Financial Services's U Position: Q1 2026 in Review

Bare Financial Services sold out of Unity (U) in Q1 2026, closing a stake of 40 shares — an estimated $1.77K sold.

Bare Financial Services first reported a position in U in Q4 2025 and held it in 1 quarter. The position peaked at $1.77K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Bare Financial Services reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Bare Financial Services sold 40 Unity shares in Q1 2026, an estimated $1.77K.
Bare Financial Services first reported a position in Unity in Q4 2025 and held it in 1 quarter.
Bare Financial Services's Unity position peaked at $1.77K in Q4 2025.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

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