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Golden State Wealth Management’s Unity U Stock Holding History

Golden State Wealth Management’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
Q1 		– Sell
-25
Closed -$1.1K – 1728
2025
Q4 		$1.1K Sell
25
-98
-80% -$3.99K ﹤0.01% 1499
2025
Q3 		$4.92K Buy
123
+25
+26% +$927 ﹤0.01% 1255
2025
Q2 		$2.37K Sell
98
-75
-43% -$1.65K ﹤0.01% 1331
2025
Q1 		$3.39K Hold
173
– – ﹤0.01% 1241
2024
Q4 		$3.89K Buy
+173
New +$3.85K ﹤0.01% 1159

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Golden State Wealth Management's U Position: Q1 2026 in Review

Golden State Wealth Management sold out of Unity (U) in Q1 2026, closing a stake of 25 shares — an estimated $1.1K sold.

Golden State Wealth Management first reported a position in U in Q4 2024 and held it in 5 quarters. The position peaked at $4.92K in Q3 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Golden State Wealth Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 25 Unity shares in Q1 2026, an estimated $1.1K.
  • Golden State Wealth Management first reported a position in Unity in Q4 2024 and held it in 5 quarters.
  • Golden State Wealth Management's Unity position peaked at $4.92K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.