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 		– Sell
-400
Closed -$527 – 4419
2025
Q3 		$527 Buy
+400
New +$14.8K ﹤0.01% 3637

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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.