Endowment Wealth Management’s Unity Biotechnology UBX Stock Holding History

Endowment Wealth Management’s Portfolio UBX Stock Details UBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,475	Closed	-$4.79K	–	163
2025 Q2	$4.79K	Hold	12,475	–	–	﹤0.01%	157
2025 Q1	$13K	Hold	12,475	–	–	0.01%	147
2024 Q4	$12.2K	Sell	12,475 -1,020	-8%	-$1.27K	0.01%	137
2024 Q3	$19.8K	Hold	13,495	–	–	0.01%	135
2024 Q2	$18.2K	Hold	13,495	–	–	0.01%	128
2024 Q1	$22.1K	Buy	+13,495	New	+$23.4K	0.02%	129

Other funds holding UBX

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Endowment Wealth Management's UBX Position: Q3 2025 in Review

Endowment Wealth Management sold out of Unity Biotechnology (UBX) in Q3 2025, closing a stake of 12,475 shares — an estimated $4.79K sold.

Endowment Wealth Management first reported a position in UBX in Q1 2024 and held it in 6 quarters. The position peaked at $22.1K in Q1 2024. 6 funds tracked by Wall St. Rank hold UBX as of Q3 2025.

Endowment Wealth Management reported no remaining Unity Biotechnology position as of Q3 2025 after selling out during the quarter.
Endowment Wealth Management sold 12,475 Unity Biotechnology shares in Q3 2025, an estimated $4.79K.
Endowment Wealth Management first reported a position in Unity Biotechnology in Q1 2024 and held it in 6 quarters.
Endowment Wealth Management's Unity Biotechnology position peaked at $22.1K in Q1 2024.
6 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2025.

Based on Endowment Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.