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First Foundation Advisors’s Unity U Stock Holding History

First Foundation Advisors’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
-4,578
Closed -$202K – 353
2025
Q4 		$202K Buy
+4,578
New +$187K 0.01% 324
2024
Q2 		– Sell
-11,349
Closed -$303K – 449
2024
Q1 		$303K Sell
11,349
-1,793
-14% -$56.3K 0.01% 282
2023
Q4 		$537K Buy
13,142
+1,861
+16% +$57.4K 0.02% 220
2023
Q3 		$354K Buy
11,281
+1,839
+19% +$70.8K 0.02% 293
2023
Q2 		$410K Buy
9,442
+1,996
+27% +$63.9K 0.02% 267
2023
Q1 		$242K Buy
+7,446
New +$239K 0.01% 334

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

First Foundation Advisors's U Position: Q1 2026 in Review

First Foundation Advisors sold out of Unity (U) in Q1 2026, closing a stake of 4,578 shares — an estimated $202K sold.

First Foundation Advisors first reported a position in U in Q1 2023 and held it in 6 quarters. The position peaked at $537K in Q4 2023. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • First Foundation Advisors reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • First Foundation Advisors sold 4,578 Unity shares in Q1 2026, an estimated $202K.
  • First Foundation Advisors first reported a position in Unity in Q1 2023 and held it in 6 quarters.
  • First Foundation Advisors's Unity position peaked at $537K in Q4 2023.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.