CA
U icon

Clearstead Advisors’s Unity U Stock Holding History

Clearstead Advisors’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 		$1.1K Buy
50
+20
+67% +$555 ﹤0.01% 2027
2025
Q4 		$1.33K Buy
30
+24
+400% +$978 ﹤0.01% 2192
2025
Q3 		$241 Buy
+6
New +$222 ﹤0.01% 2836
2025
Q2 		– Sell
-237
Closed -$4.64K – 2878
2025
Q1 		$4.64K Buy
237
+162
+216% +$3.66K ﹤0.01% 1767
2024
Q4 		$1.69K Buy
+75
New +$1.67K ﹤0.01% 1866
2023
Q2 		– Sell
-12
Closed -$390 – 1443
2023
Q1 		$390 Buy
+12
New +$386 ﹤0.01% 1320
2022
Q4 		– Sell
-28
Closed -$1K – 1380
2022
Q3 		$1K Hold
28
– – ﹤0.01% 1206
2022
Q2 		$1K Hold
28
– – ﹤0.01% 1233
2022
Q1 		$3K Buy
28
+10
+56% +$1.04K ﹤0.01% 1167
2021
Q4 		$3K Hold
18
– – ﹤0.01% 1080
2021
Q3 		$2K Hold
18
– – ﹤0.01% 1155
2021
Q2 		$2K Buy
18
+2
+13% +$197 ﹤0.01% 1090
2021
Q1 		$2K Hold
16
– – ﹤0.01% 982
2020
Q4 		$2K Buy
+16
New +$1.95K ﹤0.01% 901

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