Bernard Wealth Management’s Unity U Stock Holding History

Bernard 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
2025 Q1	–	Sell	-300	Closed	-$6.74K	–	406
2024 Q4	$6.74K	Buy	+300	New	+$6.67K	﹤0.01%	224

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Bernard Wealth Management's U Position: Q1 2025 in Review

Bernard Wealth Management sold out of Unity (U) in Q1 2025, closing a stake of 300 shares — an estimated $6.74K sold.

Bernard Wealth Management first reported a position in U in Q4 2024 and held it in 1 quarter. The position peaked at $6.74K in Q4 2024. 425 funds tracked by Wall St. Rank hold U as of Q1 2025.

Bernard Wealth Management reported no remaining Unity position as of Q1 2025 after selling out during the quarter.
Bernard Wealth Management sold 300 Unity shares in Q1 2025, an estimated $6.74K.
Bernard Wealth Management first reported a position in Unity in Q4 2024 and held it in 1 quarter.
Bernard Wealth Management's Unity position peaked at $6.74K in Q4 2024.
425 funds tracked by Wall St. Rank held Unity as of Q1 2025.

Based on Bernard Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.