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Concord Wealth Partners’s Unity U Stock Holding History

Concord Wealth Partners’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
-1
Closed -$44 – 739
2025
Q4 		$44 Hold
1
– – ﹤0.01% 833
2025
Q3 		$40 Hold
1
– – ﹤0.01% 819
2025
Q2 		$24 Hold
1
– – ﹤0.01% 852
2025
Q1 		$20 Hold
1
– – ﹤0.01% 804
2024
Q4 		$22 Sell
1
-537
-100% -$11.9K ﹤0.01% 915
2024
Q3 		$12.2K Buy
538
+514
+2,142% +$8.88K ﹤0.01% 540
2024
Q2 		$390 Sell
24
-537
-96% -$11.5K ﹤0.01% 773
2024
Q1 		$15K Buy
561
+537
+2,238% +$16.9K ﹤0.01% 526
2023
Q4 		$981 Sell
24
-403
-94% -$12.4K ﹤0.01% 760
2023
Q3 		$13.4K Sell
427
-13
-3% -$501 ﹤0.01% 572
2023
Q2 		$19.1K Buy
440
+191
+77% +$6.12K ﹤0.01% 511
2023
Q1 		$8.08K Sell
249
-1,368
-85% -$44K ﹤0.01% 616
2022
Q4 		$46.2K Buy
+1,617
New +$50.7K 0.01% 389
2022
Q3 		– Sell
-3,173
Closed -$117K – 1078
2022
Q2 		$117K Buy
3,173
+2,052
+183% +$117K 0.03% 237
2022
Q1 		$111K Sell
1,121
-179
-14% -$18.5K 0.03% 285
2021
Q4 		$186K Buy
1,300
+973
+298% +$149K 0.05% 202
2021
Q3 		$41K Sell
327
-175
-35% -$20.7K 0.02% 254
2021
Q2 		$55K Buy
+502
New +$49.3K 0.02% 342

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
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concord Wealth Partners's U Position: Q1 2026 in Review

Concord Wealth Partners sold out of Unity (U) in Q1 2026, closing a stake of 1 share — an estimated $44 sold.

Concord Wealth Partners first reported a position in U in Q2 2021 and held it in 18 quarters. The position peaked at $186K in Q4 2021. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Concord Wealth Partners reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Unity share in Q1 2026, an estimated $44.
  • Concord Wealth Partners first reported a position in Unity in Q2 2021 and held it in 18 quarters.
  • Concord Wealth Partners's Unity position peaked at $186K in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.