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Belpointe Asset Management’s Unity U Stock Holding History

Belpointe Asset 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
-28,272
Closed -$1.25M – 1188
2025
Q4 		$1.25M Buy
28,272
+6,162
+28% +$251K 0.05% 348
2025
Q3 		$885K Buy
+22,110
New +$820K 0.03% 450
2023
Q2 		– Sell
-579
Closed -$18.8K – 3191
2023
Q1 		$18.8K Sell
579
-159
-22% -$5.11K ﹤0.01% 2339
2022
Q4 		$21.1K Buy
+738
New +$23.1K ﹤0.01% 2149
2022
Q2 		– Sell
-1,952
Closed -$194K – 1268
2022
Q1 		$194K Buy
1,952
+963
+97% +$99.8K 0.01% 925
2021
Q4 		$141K Sell
989
-555
-36% -$84.8K 0.01% 1046
2021
Q3 		$195K Sell
1,544
-604
-28% -$71.5K 0.01% 868
2021
Q2 		$236K Buy
+2,148
New +$211K 0.02% 772
2021
Q1 		– Sell
-2,386
Closed -$366K – 1074
2020
Q4 		$366K Buy
+2,386
New +$290K 0.03% 492

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Belpointe Asset Management's U Position: Q1 2026 in Review

Belpointe Asset Management sold out of Unity (U) in Q1 2026, closing a stake of 28,272 shares — an estimated $1.25M sold.

Belpointe Asset Management first reported a position in U in Q4 2020 and held it in 9 quarters. The position peaked at $1.25M in Q4 2025. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Belpointe Asset Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 28,272 Unity shares in Q1 2026, an estimated $1.25M.
  • Belpointe Asset Management first reported a position in Unity in Q4 2020 and held it in 9 quarters.
  • Belpointe Asset Management's Unity position peaked at $1.25M in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.