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Forum Financial Management’s Unity U Stock Holding History

Forum Financial Management’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
-11,711
Closed -$517K – 950
2025
Q4 		$517K Buy
11,711
+625
+6% +$25.5K 0.01% 452
2025
Q3 		$444K Buy
11,086
+492
+5% +$18.2K 0.01% 517
2025
Q2 		$256K Buy
+10,594
New +$233K ﹤0.01% 761

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Forum Financial Management's U Position: Q1 2026 in Review

Forum Financial Management sold out of Unity (U) in Q1 2026, closing a stake of 11,711 shares — an estimated $517K sold.

Forum Financial Management first reported a position in U in Q2 2025 and held it in 3 quarters. The position peaked at $517K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Forum Financial Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 11,711 Unity shares in Q1 2026, an estimated $517K.
  • Forum Financial Management first reported a position in Unity in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Unity position peaked at $517K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.