DWM
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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
Q1 		$383K Buy
+17,477
New +$485K ﹤0.01% 261

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

Dynasty Wealth Management's U Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Unity (U) in Q1 2026: 17,477 shares worth $383K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings.

526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Dynasty Wealth Management held 17,477 shares of Unity worth $383K as of Q1 2026.
  • Unity was a new Dynasty Wealth Management position in Q1 2026.
  • Unity made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #261 holding.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.