IAA
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Independent Advisor Alliance’s Unity U Stock Holding History

Independent Advisor Alliance’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
-5,284
Closed -$233K – 1662
2025
Q4 		$233K Sell
5,284
-515
-9% -$21K 0.01% 884
2025
Q3 		$232K Buy
+5,799
New +$215K 0.01% 843
2024
Q1 		– Sell
-5,162
Closed -$211K – 737
2023
Q4 		$211K Buy
+5,162
New +$159K 0.01% 632
2023
Q3 		– Sell
-6,866
Closed -$298K – 701
2023
Q2 		$298K Sell
6,866
-789
-10% -$25.3K 0.01% 531
2023
Q1 		$248K Buy
+7,655
New +$246K 0.01% 560
2022
Q2 		– Sell
-2,383
Closed -$236K – 694
2022
Q1 		$236K Buy
2,383
+292
+14% +$30.2K 0.01% 564
2021
Q4 		$299K Buy
+2,091
New +$320K 0.01% 527

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Independent Advisor Alliance's U Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Unity (U) in Q1 2026, closing a stake of 5,284 shares — an estimated $233K sold.

Independent Advisor Alliance first reported a position in U in Q4 2021 and held it in 7 quarters. The position peaked at $299K in Q4 2021. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,284 Unity shares in Q1 2026, an estimated $233K.
  • Independent Advisor Alliance first reported a position in Unity in Q4 2021 and held it in 7 quarters.
  • Independent Advisor Alliance's Unity position peaked at $299K in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.