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Bogart Wealth LLC’s Unity U Stock Holding History

Bogart Wealth LLC’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 		$1.27K Sell
58
-9
-13% -$250 ﹤0.01% 1387
2025
Q4 		$2.96K Hold
67
– – ﹤0.01% 1109
2025
Q3 		$2.68K Buy
67
+15
+29% +$556 ﹤0.01% 1094
2025
Q2 		$1.26K Buy
+52
New +$1.14K ﹤0.01% 1193
2024
Q2 		– Sell
-100
Closed -$2.67K – 1175
2024
Q1 		$2.67K Hold
100
– – ﹤0.01% 871
2023
Q4 		$4.09K Buy
100
+65
+186% +$2K ﹤0.01% 795
2023
Q3 		$1.1K Buy
+35
New +$1.35K ﹤0.01% 952
2023
Q2 		– Sell
-51
Closed -$1.65K – 1130
2023
Q1 		$1.65K Buy
51
+46
+920% +$1.48K ﹤0.01% 931
2022
Q4 		$143 Buy
+5
New +$157 ﹤0.01% 972
2022
Q3 		– Sell
-17
Closed -$1K – 1141
2022
Q2 		$1K Buy
+17
New +$965 ﹤0.01% 875

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

Bogart Wealth LLC's U Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Unity (U) stake by 13% in Q1 2026, selling an estimated $250 and leaving 58 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Bogart Wealth LLC first reported a position in U in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.09K in Q4 2023. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Bogart Wealth LLC held 58 shares of Unity worth $1.27K as of Q1 2026.
  • Bogart Wealth LLC sold 9 Unity shares in Q1 2026, an estimated $250.
  • Unity made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1387 holding.
  • Bogart Wealth LLC first reported a position in Unity in Q2 2022 and has held it in 10 quarters since.
  • Bogart Wealth LLC's Unity position peaked at $4.09K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.