Focus Partners Wealth
U icon

Focus Partners Wealth’s Unity U Stock Holding History

Focus Partners Wealth’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
-13,593
Closed -$579K – 2837
2025
Q4 		$579K Buy
13,593
+2,249
+20% +$91.7K ﹤0.01% 1892
2025
Q3 		$454K Buy
11,344
+2,890
+34% +$107K ﹤0.01% 1652
2025
Q2 		$205K Sell
8,454
-4,813
-36% -$106K ﹤0.01% 1865
2025
Q1 		$260K Buy
+13,267
New +$300K ﹤0.01% 1641
2024
Q2 		– Sell
-34,432
Closed -$919K – 1264
2024
Q1 		$919K Buy
+34,432
New +$1.08M 0.01% 620

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

Focus Partners Wealth's U Position: Q1 2026 in Review

Focus Partners Wealth sold out of Unity (U) in Q1 2026, closing a stake of 13,593 shares — an estimated $579K sold.

Focus Partners Wealth first reported a position in U in Q1 2024 and held it in 5 quarters. The position peaked at $919K in Q1 2024. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Focus Partners Wealth reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 13,593 Unity shares in Q1 2026, an estimated $579K.
  • Focus Partners Wealth first reported a position in Unity in Q1 2024 and held it in 5 quarters.
  • Focus Partners Wealth's Unity position peaked at $919K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.