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
2025
Q4
Sell
-250,000
Closed -$10M 90
2025
Q3
$10M Buy
+250,000
New +$9.27M 2.11% 12

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. 527 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.
  • 527 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.