CWM
U icon

Copia Wealth Management’s Unity U Stock Holding History

Copia 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
2026
Q2 		– Sell
-186
Closed -$4.08K – 583
2026
Q1 		$4.08K Buy
186
+76
+69% +$2.11K ﹤0.01% 397
2025
Q4 		$4.86K Hold
110
– – ﹤0.01% 382
2025
Q3 		$4.4K Hold
110
– – ﹤0.01% 364
2025
Q2 		$2.66K Buy
110
+104
+1,733% +$2.29K ﹤0.01% 376
2025
Q1 		$118 Hold
6
– – ﹤0.01% 443
2024
Q4 		$135 Buy
+6
New +$133 ﹤0.01% 416

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
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Copia Wealth Management's U Position: Q2 2026 in Review

Copia Wealth Management sold out of Unity (U) in Q2 2026, closing a stake of 186 shares — an estimated $4.08K sold.

Copia Wealth Management first reported a position in U in Q4 2024 and held it in 6 quarters. The position peaked at $4.86K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Copia Wealth Management reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Copia Wealth Management sold 186 Unity shares in Q2 2026, an estimated $4.08K.
  • Copia Wealth Management first reported a position in Unity in Q4 2024 and held it in 6 quarters.
  • Copia Wealth Management's Unity position peaked at $4.86K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.