HWM
U icon

HB Wealth Management’s Unity U Stock Holding History

HB 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 		$5.44M Sell
247,792
-243
-0.1% -$6.74K 0.04% 248
2025
Q4 		$11M Buy
248,035
+2,303
+0.9% +$93.9K 0.07% 143
2025
Q3 		$9.84M Buy
+245,732
New +$9.11M 0.07% 151
2025
Q2 		– Sell
-111,563
Closed -$2.19M – 1297
2025
Q1 		$2.19M Buy
111,563
+3,775
+4% +$85.2K 0.02% 360
2024
Q4 		$2.42M Buy
107,788
+405
+0.4% +$9.01K 0.02% 252
2024
Q3 		$2.43M Buy
107,383
+1,181
+1% +$20.4K 0.03% 248
2024
Q2 		$1.73M Buy
106,202
+48,110
+83% +$1.03M 0.02% 285
2024
Q1 		$1.55M Buy
+58,092
New +$1.83M 0.02% 289

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

HB Wealth Management's U Position: Q1 2026 in Review

HB Wealth Management reduced its Unity (U) stake by 0.1% in Q1 2026, selling an estimated $6.74K and leaving 247,792 shares worth $5.44M. The position accounts for 0.04% of the portfolio, ranked #248.

HB Wealth Management first reported a position in U in Q1 2024 and has held it in 8 quarters since. The position peaked at $11M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • HB Wealth Management held 247,792 shares of Unity worth $5.44M as of Q1 2026.
  • HB Wealth Management sold 243 Unity shares in Q1 2026, an estimated $6.74K.
  • Unity made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #248 holding.
  • HB Wealth Management first reported a position in Unity in Q1 2024 and has held it in 8 quarters since.
  • HB Wealth Management's Unity position peaked at $11M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.