GRP
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Global Retirement Partners’s Unity U Stock Holding History

Global Retirement Partners’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
Q4 		$183K Buy
4,154
+3,646
+718% +$149K ﹤0.01% 1521
2025
Q3 		$20.3K Buy
508
+12
+2% +$445 ﹤0.01% 2394
2025
Q2 		$12K Buy
+496
New +$10.9K ﹤0.01% 2520
2024
Q4 		$4.11K Buy
183
+40
+28% +$890 ﹤0.01% 2773
2024
Q3 		$3.23K Sell
143
-13
-8% -$225 ﹤0.01% 2755
2024
Q2 		$2.54K Sell
156
-380
-71% -$8.13K ﹤0.01% 2885
2024
Q1 		$14.3K Sell
536
-48
-8% -$1.51K ﹤0.01% 1958
2023
Q4 		$19.9K Sell
584
-1,168
-67% -$36K ﹤0.01% 1757
2023
Q3 		$51.6K Buy
1,752
+926
+112% +$35.7K ﹤0.01% 1256
2023
Q2 		$35.9K Hold
826
– – ﹤0.01% 1429
2023
Q1 		$20.6K Buy
826
+733
+788% +$23.6K ﹤0.01% 1627
2022
Q4 		$2.66K Sell
93
-6
-6% -$188 ﹤0.01% 2257
2022
Q3 		$3K Buy
99
+39
+65% +$1.6K ﹤0.01% 2161
2022
Q2 		$2K Hold
60
– – ﹤0.01% 2285
2022
Q1 		$2K Buy
+60
New +$6.21K ﹤0.01% 2253
2021
Q3 		– Sell
-50
Closed -$5K – 2059
2021
Q2 		$5K Buy
+50
New +$4.91K ﹤0.01% 1593

Other funds holding U

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Global Retirement Partners's U Position: Q4 2025 in Review

Global Retirement Partners increased its Unity (U) stake by 718% in Q4 2025, buying an estimated $149K and bringing the position to 4,154 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Global Retirement Partners first reported a position in U in Q2 2021 and has held it in 16 quarters since. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Global Retirement Partners held 4,154 shares of Unity worth $183K as of Q4 2025.
  • Global Retirement Partners bought 3,646 Unity shares in Q4 2025, an estimated $149K.
  • Unity made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1521 holding.
  • Global Retirement Partners first reported a position in Unity in Q2 2021 and has held it in 16 quarters since.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.