Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-11,878
Closed -$525K 1325
2025
Q4
$525K Sell
11,878
-754
-6% -$30.7K 0.01% 836
2025
Q3
$506K Buy
12,632
+867
+7% +$32.1K 0.01% 835
2025
Q2
$286K Buy
+11,765
New +$259K 0.01% 996
2023
Q2
Sell
-6,911
Closed -$224K 1018
2023
Q1
$224K Buy
+6,911
New +$222K 0.01% 867
2022
Q2
Sell
-3,538
Closed -$351K 791
2022
Q1
$351K Buy
3,538
+935
+36% +$96.8K 0.02% 561
2021
Q4
$372K Buy
2,603
+544
+26% +$83.1K 0.03% 474
2021
Q3
$260K Buy
+2,059
New +$244K 0.03% 515

Other funds holding U

Ethic Inc's U Position: Q1 2026 in Review

Ethic Inc sold out of Unity (U) in Q1 2026, closing a stake of 11,878 shares — an estimated $525K sold.

Ethic Inc first reported a position in U in Q3 2021 and held it in 7 quarters. The position peaked at $525K in Q4 2025. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Ethic Inc reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Ethic Inc sold 11,878 Unity shares in Q1 2026, an estimated $525K.
  • Ethic Inc first reported a position in Unity in Q3 2021 and held it in 7 quarters.
  • Ethic Inc's Unity position peaked at $525K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.