Callan Family Office’s Unity U Stock Holding History

Callan Family Office’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	-12,598	Closed	-$556K	–	1185
2025 Q4	$556K	Buy	12,598 +1,535	+14%	+$62.6K	0.01%	751
2025 Q3	$443K	Sell	11,063 -1,529	-12%	-$56.7K	0.01%	567
2025 Q2	$305K	Buy	+12,592	New	+$277K	0.01%	765

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 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Callan Family Office's U Position: Q1 2026 in Review

Callan Family Office sold out of Unity (U) in Q1 2026, closing a stake of 12,598 shares — an estimated $556K sold.

Callan Family Office first reported a position in U in Q2 2025 and held it in 3 quarters. The position peaked at $556K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Callan Family Office reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 12,598 Unity shares in Q1 2026, an estimated $556K.
Callan Family Office first reported a position in Unity in Q2 2025 and held it in 3 quarters.
Callan Family Office's Unity position peaked at $556K in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.