MCM
U icon

MAI Capital Management’s Unity U Stock Holding History

MAI Capital 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
2026
Q1 		$538K Buy
24,505
+628
+3% +$17.4K ﹤0.01% 997
2025
Q4 		$1.05M Buy
23,877
+2,828
+13% +$115K 0.01% 721
2025
Q3 		$843K Sell
21,049
-90
-0.4% -$3.34K 0.01% 764
2025
Q2 		$512K Sell
21,139
-198
-0.9% -$4.36K ﹤0.01% 843
2025
Q1 		$418K Sell
21,337
-245
-1% -$5.53K ﹤0.01% 878
2024
Q4 		$485K Hold
21,582
– – ﹤0.01% 856
2024
Q3 		$488K Sell
21,582
-5,768
-21% -$99.6K ﹤0.01% 752
2024
Q2 		$445K Buy
27,350
+11,628
+74% +$249K ﹤0.01% 851
2024
Q1 		$420K Buy
+15,722
New +$494K ﹤0.01% 869
2023
Q4 		– Sell
-8,214
Closed -$258K – 1148
2023
Q3 		$258K Sell
8,214
-1,326
-14% -$51.1K ﹤0.01% 877
2023
Q2 		$414K Sell
9,540
-50
-0.5% -$1.6K 0.01% 706
2023
Q1 		$311K Buy
9,590
+115
+1% +$3.7K ﹤0.01% 791
2022
Q4 		$271K Buy
9,475
+76
+0.8% +$2.38K ﹤0.01% 800
2022
Q3 		$299K Buy
+9,399
New +$387K 0.01% 698
2022
Q2 		– Sell
-2,266
Closed -$225K – 964
2022
Q1 		$225K Buy
+2,266
New +$235K ﹤0.01% 795

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
BlackRock New York $5.7T 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
AM
Atreides Management Boston, Massachusetts $4.1B 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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return