Dynasty Wealth Management’s Unity U Stock Holding History

Dynasty 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	$440K	Sell	15,391 -2,086	-12%	-$55.5K	﹤0.01%	272
2026 Q1	$383K	Buy	+17,477	New	+$485K	﹤0.01%	261

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Unity (U) stake by 12% in Q2 2026, selling an estimated $55.5K and leaving 15,391 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Dynasty Wealth Management first reported a position in U in Q1 2026 and has held it in 2 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Dynasty Wealth Management held 15,391 shares of Unity worth $440K as of Q2 2026.
Dynasty Wealth Management sold 2,086 Unity shares in Q2 2026, an estimated $55.5K.
Unity made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #272 holding.
Dynasty Wealth Management first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

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