Estate Planners Group’s Unisys UIS Stock Holding History

Estate Planners Group’s Portfolio UIS Stock Details UIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,000	Closed	-$2.76K	–	385
2025 Q4	$2.76K	Buy	+1,000	New	+$3.12K	﹤0.01%	386

Other funds holding UIS

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

IES Holdings Houston, Texas $311M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Estate Planners Group's UIS Position: Q1 2026 in Review

Estate Planners Group sold out of Unisys (UIS) in Q1 2026, closing a stake of 1,000 shares — an estimated $2.76K sold.

Estate Planners Group first reported a position in UIS in Q4 2025 and held it in 1 quarter. The position peaked at $2.76K in Q4 2025. 155 funds tracked by Wall St. Rank hold UIS as of Q1 2026.

Estate Planners Group reported no remaining Unisys position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 1,000 Unisys shares in Q1 2026, an estimated $2.76K.
Estate Planners Group first reported a position in Unisys in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Unisys position peaked at $2.76K in Q4 2025.
155 funds tracked by Wall St. Rank held Unisys as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.