GoalVest Advisory’s Unity U Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-50	Closed	-$1.1K	–	559
2026 Q1	$1.1K	Hold	50	–	–	﹤0.01%	431
2025 Q4	$2.21K	Hold	50	–	–	﹤0.01%	493
2025 Q3	$2K	Hold	50	–	–	﹤0.01%	384
2025 Q2	$1.21K	Hold	50	–	–	﹤0.01%	343
2025 Q1	$980	Buy	+50	New	+$1.13K	﹤0.01%	336

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GoalVest Advisory's U Position: Q2 2026 in Review

GoalVest Advisory sold out of Unity (U) in Q2 2026, closing a stake of 50 shares — an estimated $1.1K sold.

GoalVest Advisory first reported a position in U in Q1 2025 and held it in 5 quarters. The position peaked at $2.21K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

GoalVest Advisory reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 50 Unity shares in Q2 2026, an estimated $1.1K.
GoalVest Advisory first reported a position in Unity in Q1 2025 and held it in 5 quarters.
GoalVest Advisory's Unity position peaked at $2.21K in Q4 2025.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.