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Lighthouse Financial’s Unity U Stock Holding History

Lighthouse Financial’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
Q4 		– Sell
-26,680
Closed -$1.07M – 78
2025
Q3 		$1.07M Sell
26,680
-5,000
-16% -$185K 0.71% 28
2025
Q2 		$767K Sell
31,680
-20,300
-39% -$447K 0.59% 31
2025
Q1 		$1.02M Buy
+51,980
New +$1.17M 0.88% 23

Other funds holding U

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Lighthouse Financial's U Position: Q4 2025 in Review

Lighthouse Financial sold out of Unity (U) in Q4 2025, closing a stake of 26,680 shares — an estimated $1.07M sold.

Lighthouse Financial first reported a position in U in Q1 2025 and held it in 3 quarters. The position peaked at $1.07M in Q3 2025. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Lighthouse Financial reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • Lighthouse Financial sold 26,680 Unity shares in Q4 2025, an estimated $1.07M.
  • Lighthouse Financial first reported a position in Unity in Q1 2025 and held it in 3 quarters.
  • Lighthouse Financial's Unity position peaked at $1.07M in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Lighthouse Financial's 13F filing for Q4 2025, filed 17 Feb 2026.