MYIA
U icon

Mount Yale Investment Advisors’s Unity U Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-50
Closed -$1.21K – 1534
2025
Q2 		$1.21K Buy
+50
New +$1.1K ﹤0.01% 1380
2022
Q2 		– Sell
-4,757
Closed -$472K – 497
2022
Q1 		$472K Buy
4,757
+2,505
+111% +$259K 0.05% 310
2021
Q4 		$322K Buy
+2,252
New +$344K 0.03% 358

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Mount Yale Investment Advisors's U Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Unity (U) in Q3 2025, closing a stake of 50 shares — an estimated $1.21K sold.

Mount Yale Investment Advisors first reported a position in U in Q4 2021 and held it in 3 quarters. The position peaked at $472K in Q1 2022. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 50 Unity shares in Q3 2025, an estimated $1.21K.
  • Mount Yale Investment Advisors first reported a position in Unity in Q4 2021 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Unity position peaked at $472K in Q1 2022.
  • 548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.