Integrated Wealth Concepts’s Unity U Stock Holding History

Integrated Wealth Concepts’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	$1.88M	Sell	85,621 -701	-0.8%	-$19.4K	0.02%	777
2025 Q4	$3.81M	Sell	86,322 -13,652	-14%	-$556K	0.05%	351
2025 Q3	$4M	Buy	99,974 +16,829	+20%	+$624K	0.04%	438
2025 Q2	$2.01M	Sell	83,145 -5,782	-7%	-$127K	0.02%	617
2025 Q1	$1.74M	Buy	88,927 +2,743	+3%	+$61.9K	0.02%	611
2024 Q4	$1.94M	Sell	86,184 -3,467	-4%	-$77.1K	0.02%	569
2024 Q3	$2.03M	Sell	89,651 -408	-0.5%	-$7.05K	0.02%	542
2024 Q2	$1.46M	Sell	90,059 -2,747	-3%	-$58.8K	0.02%	608
2024 Q1	$2.48M	Buy	+92,806	New	+$2.92M	0.04%	444

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 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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Integrated Wealth Concepts's U Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its Unity (U) stake by 0.81% in Q1 2026, selling an estimated $19.4K and leaving 85,621 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #777.

Integrated Wealth Concepts first reported a position in U in Q1 2024 and has held it in 9 quarters since. The position peaked at $4M in Q3 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Integrated Wealth Concepts held 85,621 shares of Unity worth $1.88M as of Q1 2026.
Integrated Wealth Concepts sold 701 Unity shares in Q1 2026, an estimated $19.4K.
Unity made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #777 holding.
Integrated Wealth Concepts first reported a position in Unity in Q1 2024 and has held it in 9 quarters since.
Integrated Wealth Concepts's Unity position peaked at $4M in Q3 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.