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Greenleaf Trust’s Unity U Stock Holding History

Greenleaf Trust’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 		$332K Buy
15,146
+2,806
+23% +$77.8K ﹤0.01% 618
2025
Q4 		$545K Sell
12,340
-58
-0.5% -$2.36K 0.01% 477
2025
Q3 		$496K Buy
12,398
+13
+0.1% +$482 ﹤0.01% 501
2025
Q2 		$300K Sell
12,385
-1,833
-13% -$40.3K ﹤0.01% 630
2025
Q1 		$279K Buy
14,218
+92
+0.7% +$2.08K ﹤0.01% 669
2024
Q4 		$317K Buy
14,126
+416
+3% +$9.25K ﹤0.01% 635
2024
Q3 		$310K Buy
+13,710
New +$237K ﹤0.01% 653

Other funds holding U

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Greenleaf Trust's U Position: Q1 2026 in Review

Greenleaf Trust increased its Unity (U) stake by 23% in Q1 2026, buying an estimated $77.8K and bringing the position to 15,146 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Greenleaf Trust first reported a position in U in Q3 2024 and has held it in 7 quarters since. The position peaked at $545K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Greenleaf Trust held 15,146 shares of Unity worth $332K as of Q1 2026.
  • Greenleaf Trust bought 2,806 Unity shares in Q1 2026, an estimated $77.8K.
  • Unity made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #618 holding.
  • Greenleaf Trust first reported a position in Unity in Q3 2024 and has held it in 7 quarters since.
  • Greenleaf Trust's Unity position peaked at $545K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.