EWM
U icon

Empirical Wealth Management’s Unity U Stock Holding History

Empirical 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 		– Sell
-9,622
Closed -$425K – 1043
2025
Q4 		$425K Buy
9,622
+27
+0.3% +$1.1K 0.01% 573
2025
Q3 		$384K Buy
9,595
+5
+0.1% +$185 0.01% 545
2025
Q2 		$232K Buy
+9,590
New +$211K 0.01% 594
2024
Q2 		– Sell
-7,905
Closed -$211K – 583
2024
Q1 		$211K Sell
7,905
-3,765
-32% -$118K 0.01% 503
2023
Q4 		$477K Buy
11,670
+666
+6% +$20.5K 0.02% 328
2023
Q3 		$345K Buy
11,004
+675
+7% +$26K 0.01% 347
2023
Q2 		$448K Buy
10,329
+481
+5% +$15.4K 0.02% 328
2023
Q1 		$319K Buy
9,848
+203
+2% +$6.53K 0.01% 386
2022
Q4 		$276K Sell
9,645
-99
-1% -$3.1K 0.01% 393
2022
Q3 		$310K Buy
9,744
+906
+10% +$37.3K 0.02% 371
2022
Q2 		$325K Buy
8,838
+6,447
+270% +$366K 0.02% 371
2022
Q1 		$237K Buy
2,391
+380
+19% +$39.4K 0.01% 440
2021
Q4 		$288K Buy
+2,011
New +$307K 0.01% 430

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 $6.73T AUM 46.02% 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

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

Empirical Wealth Management sold out of Unity (U) in Q1 2026, closing a stake of 9,622 shares — an estimated $425K sold.

Empirical Wealth Management first reported a position in U in Q4 2021 and held it in 13 quarters. The position peaked at $477K in Q4 2023. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Empirical Wealth Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 9,622 Unity shares in Q1 2026, an estimated $425K.
  • Empirical Wealth Management first reported a position in Unity in Q4 2021 and held it in 13 quarters.
  • Empirical Wealth Management's Unity position peaked at $477K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.