CarsonAllaria Wealth Management’s Unity U Stock Holding History

CarsonAllaria 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	–	Sell	-68	Closed	-$1.33K	–	376
2025 Q1	$1.33K	Hold	68	–	–	﹤0.01%	337
2024 Q4	$1.53K	Hold	68	–	–	﹤0.01%	320
2024 Q3	$1.54K	Hold	68	–	–	﹤0.01%	348
2024 Q2	$1.11K	Hold	68	–	–	﹤0.01%	345
2024 Q1	$1.82K	Buy	+68	New	+$2.14K	﹤0.01%	340
2023 Q4	–	Sell	-44	Closed	-$1.38K	–	380
2023 Q3	$1.38K	Hold	44	–	–	﹤0.01%	323
2023 Q2	$1.91K	Hold	44	–	–	﹤0.01%	319
2023 Q1	$1.43K	Hold	44	–	–	﹤0.01%	319
2022 Q4	$1K	Hold	44	–	–	﹤0.01%	330
2022 Q3	$1K	Buy	44 +20	+83%	+$823	﹤0.01%	327
2022 Q2	$1K	Buy	+24	New	+$1.36K	﹤0.01%	323

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CarsonAllaria Wealth Management's U Position: Q2 2025 in Review

CarsonAllaria Wealth Management sold out of Unity (U) in Q2 2025, closing a stake of 68 shares — an estimated $1.33K sold.

CarsonAllaria Wealth Management first reported a position in U in Q2 2022 and held it in 11 quarters. The position peaked at $1.91K in Q2 2023. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

CarsonAllaria Wealth Management reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 68 Unity shares in Q2 2025, an estimated $1.33K.
CarsonAllaria Wealth Management first reported a position in Unity in Q2 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's Unity position peaked at $1.91K in Q2 2023.
444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.