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Caldwell Sutter Capital’s Unity U Stock Holding History

Caldwell Sutter Capital’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
Q2 		– Sell
-2,590
Closed -$68.9K – 948
2026
Q1 		$56.8K Buy
+2,590
New +$71.8K 0.02% 363
2025
Q3 		– Sell
-2,500
Closed -$60.5K – 891
2025
Q2 		$60.5K Hold
2,500
– – 0.03% 334
2025
Q1 		$49K Hold
2,500
– – 0.02% 359
2024
Q4 		$56.2K Hold
2,500
– – 0.03% 346
2024
Q3 		$56.5K Hold
2,500
– – 0.03% 341
2024
Q2 		$40.6K Hold
2,500
– – 0.02% 379
2024
Q1 		$66.8K Buy
+2,500
New +$78.6K 0.03% 319
2023
Q4 		– Sell
-2,160
Closed -$67.8K – 975
2023
Q3 		$67.8K Buy
+2,160
New +$83.2K 0.04% 300
2023
Q2 		– Sell
-10,000
Closed -$324K – 868
2023
Q1 		$324K Buy
10,000
+540
+6% +$17.4K 0.24% 89
2022
Q4 		$270K Buy
+9,460
New +$296K 0.24% 85

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Caldwell Sutter Capital's U Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of Unity (U) in Q2 2026, closing a stake of 2,590 shares — an estimated $68.9K sold.

Caldwell Sutter Capital first reported a position in U in Q4 2022 and held it in 10 quarters. The position peaked at $324K in Q1 2023. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Caldwell Sutter Capital reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 2,590 Unity shares in Q2 2026, an estimated $68.9K.
  • Caldwell Sutter Capital first reported a position in Unity in Q4 2022 and held it in 10 quarters.
  • Caldwell Sutter Capital's Unity position peaked at $324K in Q1 2023.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.