Morgan Stanley
U icon

Morgan Stanley’s Unity U Stock Holding History

Morgan Stanley’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 		$146M Buy
6,638,790
+2,865,701
+76% +$79.5M 0.01% 1135
2025
Q4 		$167M Sell
3,773,089
-146,782
-4% -$5.98M 0.01% 1052
2025
Q3 		$157M Buy
3,919,871
+576,454
+17% +$21.4M 0.01% 1075
2025
Q2 		$80.9M Sell
3,343,417
-291,274
-8% -$6.41M 0.01% 1504
2025
Q1 		$71.2M Buy
3,634,691
+170,439
+5% +$3.85M 0.01% 1506
2024
Q4 		$77.8M Buy
3,464,252
+12,106
+0.4% +$269K 0.01% 1444
2024
Q3 		$78.1M Sell
3,452,146
-830,789
-19% -$14.3M 0.01% 1434
2024
Q2 		$69.6M Buy
4,282,935
+352,684
+9% +$7.55M 0.01% 1440
2024
Q1 		$105M Sell
3,930,251
-6,201,881
-61% -$195M 0.01% 1161
2023
Q4 		$414M Buy
10,132,132
+7,493,512
+284% +$231M 0.02% 752
2023
Q3 		$82.8M Buy
2,638,620
+221,779
+9% +$8.54M 0.01% 1182
2023
Q2 		$105M Buy
2,416,841
+600,184
+33% +$19.2M 0.01% 1063
2023
Q1 		$58.9M Sell
1,816,657
-54,628
-3% -$1.76M 0.01% 1410
2022
Q4 		$53.5M Sell
1,871,285
-6,066,792
-76% -$190M 0.01% 1443
2022
Q3 		$253M Sell
7,938,077
-11,562,936
-59% -$476M 0.03% 486
2022
Q2 		$718M Sell
19,501,013
-499,035
-2% -$28.3M 0.09% 210
2022
Q1 		$1.98B Sell
20,000,048
-1,369,757
-6% -$142M 0.27% 85
2021
Q4 		$3.06B Buy
21,369,805
+6,910,815
+48% +$1.06B 0.38% 47
2021
Q3 		$1.83B Buy
14,458,990
+5,156,313
+55% +$610M 0.25% 93
2021
Q2 		$1.02B Buy
9,302,677
+5,865,923
+171% +$576M 0.13% 162
2021
Q1 		$345M Sell
3,436,754
-138,584
-4% -$17.1M 0.05% 323
2020
Q4 		$549M Buy
3,575,338
+1,113,783
+45% +$135M 0.08% 214
2020
Q3 		$215M Buy
+2,461,555
New +$208M 0.04% 364

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 $5.72T 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 $5B 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 $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley's U Position: Q1 2026 in Review

Morgan Stanley increased its Unity (U) stake by 76% in Q1 2026, buying an estimated $79.5M and bringing the position to 6,638,790 shares worth $146M. The position accounts for 0.01% of the portfolio, ranked #1135.

Morgan Stanley first reported a position in U in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.06B in Q4 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Morgan Stanley held 6,638,790 shares of Unity worth $146M as of Q1 2026.
  • Morgan Stanley bought 2,865,701 Unity shares in Q1 2026, an estimated $79.5M.
  • Unity made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1135 holding.
  • Morgan Stanley first reported a position in Unity in Q3 2020 and has held it in 23 quarters since.
  • Morgan Stanley's Unity position peaked at $3.06B in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.