Hel Ved Capital Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.37M Sell
62,422
-47,100
-43% -$1.31M 0.16% 48
2025
Q4
$4.84M Buy
109,522
+742
+0.7% +$30.2K 1.3% 25
2025
Q3
$4.36M Buy
108,780
+56,180
+107% +$2.08M 0.92% 30
2025
Q2
$1.27M Buy
52,600
+35,200
+202% +$774K 0.34% 52
2025
Q1
$341K Buy
+17,400
New +$393K 0.12% 62
2024
Q3
Sell
-64,155
Closed -$1.04M 75
2024
Q2
$1.04M Sell
64,155
-46,800
-42% -$1M 0.28% 48
2024
Q1
$2.96M Buy
110,955
+8,660
+8% +$272K 0.73% 32
2023
Q4
$4.18M Buy
+102,295
New +$3.15M 1.21% 22

Other funds holding U

Hel Ved Capital Management's U Position: Q1 2026 in Review

Hel Ved Capital Management reduced its Unity (U) stake by 43% in Q1 2026, selling an estimated $1.31M and leaving 62,422 shares worth $1.37M. The position accounts for 0.16% of the portfolio, ranked #48.

Hel Ved Capital Management first reported a position in U in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.84M in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Hel Ved Capital Management held 62,422 shares of Unity worth $1.37M as of Q1 2026.
  • Hel Ved Capital Management sold 47,100 Unity shares in Q1 2026, an estimated $1.31M.
  • Unity made up 0.16% of Hel Ved Capital Management's portfolio in Q1 2026, its #48 holding.
  • Hel Ved Capital Management first reported a position in Unity in Q4 2023 and has held it in 8 quarters since.
  • Hel Ved Capital Management's Unity position peaked at $4.84M in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.