Fortis Capital Advisors’s Unity U Stock Holding History

Fortis Capital 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	-28,272	Closed	-$1.25M	–	420
2025 Q4	$1.25M	Buy	28,272 +6,162	+28%	+$251K	0.18%	90
2025 Q3	$885K	Buy	+22,110	New	+$820K	0.14%	126

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fortis Capital Advisors's U Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Unity (U) in Q1 2026, closing a stake of 28,272 shares — an estimated $1.25M sold.

Fortis Capital Advisors first reported a position in U in Q3 2025 and held it in 2 quarters. The position peaked at $1.25M in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Fortis Capital Advisors reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Fortis Capital Advisors sold 28,272 Unity shares in Q1 2026, an estimated $1.25M.
Fortis Capital Advisors first reported a position in Unity in Q3 2025 and held it in 2 quarters.
Fortis Capital Advisors's Unity position peaked at $1.25M in Q4 2025.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.