JWM
U icon

Jessup Wealth Management’s Unity U Stock Holding History

Jessup 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
2025
Q2 		– Sell
-23,667
Closed -$464K – 79
2025
Q1 		$464K Buy
23,667
+985
+4% +$22.2K 0.19% 50
2024
Q4 		$510K Buy
+22,682
New +$504K 0.22% 41

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jessup Wealth Management's U Position: Q2 2025 in Review

Jessup Wealth Management sold out of Unity (U) in Q2 2025, closing a stake of 23,667 shares — an estimated $464K sold.

Jessup Wealth Management first reported a position in U in Q4 2024 and held it in 2 quarters. The position peaked at $510K in Q4 2024. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Jessup Wealth Management reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Jessup Wealth Management sold 23,667 Unity shares in Q2 2025, an estimated $464K.
  • Jessup Wealth Management first reported a position in Unity in Q4 2024 and held it in 2 quarters.
  • Jessup Wealth Management's Unity position peaked at $510K in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Jessup Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.