Mather Group’s Unity U Stock Holding History

Mather Group’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 Q2	–	Sell	-25	Closed	-$549	–	1978
2026 Q1	$549	Buy	+25	New	+$693	﹤0.01%	1800
2024 Q3	–	Sell	-21	Closed	-$561	–	2186
2024 Q2	$561	Buy	+21	New	+$449	﹤0.01%	2062

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mather Group's U Position: Q2 2026 in Review

Mather Group sold out of Unity (U) in Q2 2026, closing a stake of 25 shares — an estimated $549 sold.

Mather Group first reported a position in U in Q2 2024 and held it in 2 quarters. The position peaked at $561 in Q2 2024. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Mather Group reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
Mather Group sold 25 Unity shares in Q2 2026, an estimated $549.
Mather Group first reported a position in Unity in Q2 2024 and held it in 2 quarters.
Mather Group's Unity position peaked at $561 in Q2 2024.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.