Corient Private Wealth’s Unity U Stock Holding History

Corient Private Wealth’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	$362K	Sell	16,556 -18,554	-53%	-$515K	﹤0.01%	2220
2025 Q4	$1.55M	Buy	35,110 +24,274	+224%	+$989K	﹤0.01%	1651
2025 Q3	$434K	Buy	+10,836	New	+$402K	﹤0.01%	1882
2025 Q1	–	Sell	-13,251	Closed	-$298K	–	2446
2024 Q4	$298K	Sell	13,251 -1,205	-8%	-$26.8K	﹤0.01%	1898
2024 Q3	$327K	Buy	+14,456	New	+$250K	﹤0.01%	1977
2023 Q3	–	Sell	-33,406	Closed	-$1.45M	–	2239
2023 Q2	$1.45M	Buy	33,406 +5,804	+21%	+$186K	﹤0.01%	1016
2023 Q1	$895K	Sell	27,602 -1,313	-5%	-$42.2K	﹤0.01%	1135
2022 Q4	$844K	Buy	+28,915	New	+$906K	﹤0.01%	966

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 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Corient Private Wealth's U Position: Q1 2026 in Review

Corient Private Wealth reduced its Unity (U) stake by 53% in Q1 2026, selling an estimated $515K and leaving 16,556 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Corient Private Wealth first reported a position in U in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Corient Private Wealth held 16,556 shares of Unity worth $362K as of Q1 2026.
Corient Private Wealth sold 18,554 Unity shares in Q1 2026, an estimated $515K.
Unity made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2220 holding.
Corient Private Wealth first reported a position in Unity in Q4 2022 and has held it in 8 quarters since.
Corient Private Wealth's Unity position peaked at $1.55M in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.