Freestone Capital Holdings’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-600
Closed -$24K 602
2025
Q3
$24K Buy
+600
New +$22.2K ﹤0.01% 541

Other funds holding U

Freestone Capital Holdings's U Position: Q1 2026 in Review

Freestone Capital Holdings increased its Unity (U) stake by 7.9% in Q1 2026, buying an estimated $25K and bringing the position to 12,353 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #461.

Freestone Capital Holdings first reported a position in U in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.02M in Q3 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Freestone Capital Holdings held 12,353 shares of Unity worth $271K as of Q1 2026.
  • Freestone Capital Holdings bought 900 Unity shares in Q1 2026, an estimated $25K.
  • Unity made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #461 holding.
  • Freestone Capital Holdings first reported a position in Unity in Q2 2021 and has held it in 20 quarters since.
  • Freestone Capital Holdings's Unity position peaked at $2.02M in Q3 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.