Kerr Financial Planning’s Unity U Stock Holding History

Kerr Financial Planning’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	-400	Closed	-$9.24K	–	537
2025 Q4	$9.24K	Buy	400 +396	+9,900%	+$16.1K	0.01%	367
2025 Q3	$150	Buy	+4	New	+$148	﹤0.01%	549

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Kerr Financial Planning's U Position: Q1 2026 in Review

Kerr Financial Planning sold out of Unity (U) in Q1 2026, closing a stake of 400 shares — an estimated $9.24K sold.

Kerr Financial Planning first reported a position in U in Q3 2025 and held it in 2 quarters. The position peaked at $9.24K in Q4 2025. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

Kerr Financial Planning reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Kerr Financial Planning sold 400 Unity shares in Q1 2026, an estimated $9.24K.
Kerr Financial Planning first reported a position in Unity in Q3 2025 and held it in 2 quarters.
Kerr Financial Planning's Unity position peaked at $9.24K in Q4 2025.
527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.