Basecamp Wealth Advisors’s Unity U Stock Holding History

Basecamp Wealth Advisors’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	-320	Closed	-$14.1K	–	2172
2025 Q4	$14.1K	Buy	+320	New	+$13K	﹤0.01%	878

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

Basecamp Wealth Advisors's U Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Unity (U) in Q1 2026, closing a stake of 320 shares — an estimated $14.1K sold.

Basecamp Wealth Advisors first reported a position in U in Q4 2025 and held it in 1 quarter. The position peaked at $14.1K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 320 Unity shares in Q1 2026, an estimated $14.1K.
Basecamp Wealth Advisors first reported a position in Unity in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Unity position peaked at $14.1K in Q4 2025.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.