BFF
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Byrne Financial Freedom’s Unity U Stock Holding History

Byrne Financial Freedom’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 		$237K Hold
10,788
– – 0.11% 96
2025
Q4 		$477K Sell
10,788
-311
-3% -$12.7K 0.22% 63
2025
Q3 		$444K Sell
11,099
-17,821
-62% -$661K 0.22% 58
2025
Q2 		$700K Sell
28,920
-5,224
-15% -$115K 0.35% 46
2025
Q1 		$669K Buy
34,144
+14,677
+75% +$331K 0.38% 45
2024
Q4 		$437K Buy
+19,467
New +$433K 0.19% 58

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

Byrne Financial Freedom's U Position: Q1 2026 in Review

Byrne Financial Freedom held its Unity (U) position steady in Q1 2026 at 10,788 shares worth $237K. The position accounts for 0.11% of the portfolio, ranked #96.

Byrne Financial Freedom first reported a position in U in Q4 2024 and has held it in 6 quarters since. The position peaked at $700K in Q2 2025. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Byrne Financial Freedom held 10,788 shares of Unity worth $237K as of Q1 2026.
  • Byrne Financial Freedom left its Unity share count unchanged in Q1 2026.
  • Unity made up 0.11% of Byrne Financial Freedom's portfolio in Q1 2026, its #96 holding.
  • Byrne Financial Freedom first reported a position in Unity in Q4 2024 and has held it in 6 quarters since.
  • Byrne Financial Freedom's Unity position peaked at $700K in Q2 2025.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.