CAWM
U icon

Capital A Wealth Management’s Unity U Stock Holding History

Capital A 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
Q2 		$1.64K Buy
+40
New +$880 0.02% 341
2025
Q1 		– Sell
-500
Closed -$11.2K – 900
2024
Q4 		$11.2K Buy
+500
New +$11.1K 0.02% 295

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital A Wealth Management's U Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Unity (U) in Q2 2025: 40 shares worth $1.64K. The stake represents 0.02% of the portfolio and ranks #341 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in U as recently as Q4 2024.

Capital A Wealth Management first reported a position in U in Q4 2024 and has held it in 2 quarters since. The position peaked at $11.2K in Q4 2024. 445 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Capital A Wealth Management held 40 shares of Unity worth $1.64K as of Q2 2025.
  • Unity was a new Capital A Wealth Management position in Q2 2025.
  • Unity made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #341 holding.
  • Capital A Wealth Management first reported a position in Unity in Q4 2024 and has held it in 2 quarters since.
  • Capital A Wealth Management's Unity position peaked at $11.2K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.