CFD
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Creative Financial Designs’s Unity U Stock Holding History

Creative Financial Designs’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
-5
Closed -$221 – 2228
2025
Q4 		$221 Hold
5
– – ﹤0.01% 1992
2025
Q3 		$200 Hold
5
– – ﹤0.01% 1995
2025
Q2 		$121 Buy
+5
New +$110 ﹤0.01% 1976
2022
Q1 		– Sell
-50
Closed -$7K – 1328
2021
Q4 		$7K Buy
+50
New +$7.64K ﹤0.01% 970

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

Creative Financial Designs's U Position: Q1 2026 in Review

Creative Financial Designs sold out of Unity (U) in Q1 2026, closing a stake of 5 shares — an estimated $221 sold.

Creative Financial Designs first reported a position in U in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Creative Financial Designs reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Creative Financial Designs sold 5 Unity shares in Q1 2026, an estimated $221.
  • Creative Financial Designs first reported a position in Unity in Q4 2021 and held it in 4 quarters.
  • Creative Financial Designs's Unity position peaked at $7K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.