GFPC
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Global Financial Private Client’s Unity U Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-30
Closed -$588 – 1502
2025
Q1 		$588 Buy
30
+23
+329% +$519 ﹤0.01% 1222
2024
Q4 		$157 Buy
+7
New +$156 ﹤0.01% 1358

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Client's U Position: Q2 2025 in Review

Global Financial Private Client sold out of Unity (U) in Q2 2025, closing a stake of 30 shares — an estimated $588 sold.

Global Financial Private Client first reported a position in U in Q4 2024 and held it in 2 quarters. The position peaked at $588 in Q1 2025. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Global Financial Private Client reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 30 Unity shares in Q2 2025, an estimated $588.
  • Global Financial Private Client first reported a position in Unity in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Unity position peaked at $588 in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.