FDW
U icon

Fourth Dimension Wealth’s Unity U Stock Holding History

Fourth Dimension 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 		$1.4K Hold
64
– – ﹤0.01% 540
2025
Q4 		$2.83K Hold
64
– – ﹤0.01% 524
2025
Q3 		$2.56K Sell
64
-14
-18% -$519 ﹤0.01% 521
2025
Q2 		$1.89K Sell
78
-60
-43% -$1.32K ﹤0.01% 534
2025
Q1 		$2.7K Hold
138
– – ﹤0.01% 533
2024
Q4 		$3.1K Buy
+138
New +$3.07K ﹤0.01% 529

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

Fourth Dimension Wealth's U Position: Q1 2026 in Review

Fourth Dimension Wealth held its Unity (U) position steady in Q1 2026 at 64 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Fourth Dimension Wealth first reported a position in U in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.1K in Q4 2024. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Fourth Dimension Wealth held 64 shares of Unity worth $1.4K as of Q1 2026.
  • Fourth Dimension Wealth left its Unity share count unchanged in Q1 2026.
  • Unity made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #540 holding.
  • Fourth Dimension Wealth first reported a position in Unity in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Unity position peaked at $3.1K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.