Grove Bank & Trust’s Unity U Stock Holding History

Grove Bank & 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	–	Sell	-100	Closed	-$4.42K	–	890
2025 Q4	$4.42K	Buy	+100	New	+$4.08K	﹤0.01%	743
2023 Q4	–	Sell	-109	Closed	-$3.42K	–	712
2023 Q3	$3.42K	Buy	+109	New	+$4.2K	﹤0.01%	606

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Grove Bank & Trust's U Position: Q1 2026 in Review

Grove Bank & Trust sold out of Unity (U) in Q1 2026, closing a stake of 100 shares — an estimated $4.42K sold.

Grove Bank & Trust first reported a position in U in Q3 2023 and held it in 2 quarters. The position peaked at $4.42K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Grove Bank & Trust reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Grove Bank & Trust sold 100 Unity shares in Q1 2026, an estimated $4.42K.
Grove Bank & Trust first reported a position in Unity in Q3 2023 and held it in 2 quarters.
Grove Bank & Trust's Unity position peaked at $4.42K in Q4 2025.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Grove Bank & Trust's 13F filing for Q1 2026, filed 8 Apr 2026.