Beaumont Financial Advisors’s Unity U Stock Holding History

Beaumont Financial 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	-6,200	Closed	-$274K	–	393
2025 Q4	$274K	Buy	+6,200	New	+$253K	0.02%	310

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

Beaumont Financial Advisors's U Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Unity (U) in Q1 2026, closing a stake of 6,200 shares — an estimated $274K sold.

Beaumont Financial Advisors first reported a position in U in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Beaumont Financial Advisors reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 6,200 Unity shares in Q1 2026, an estimated $274K.
Beaumont Financial Advisors first reported a position in Unity in Q4 2025 and held it in 1 quarter.
Beaumont Financial Advisors's Unity position peaked at $274K in Q4 2025.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.