NewEdge Advisors’s Unity U Stock Holding History

NewEdge 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
2026 Q1	$8.78K	Sell	400 -10,808	-96%	-$300K	﹤0.01%	3436
2025 Q4	$495K	Buy	11,208 +7,221	+181%	+$294K	﹤0.01%	1978
2025 Q3	$160K	Buy	3,987 +3,544	+800%	+$131K	﹤0.01%	2467
2025 Q2	$10.7K	Hold	443	–	–	﹤0.01%	3193
2025 Q1	$8.68K	Hold	443	–	–	﹤0.01%	3149
2024 Q4	$9.95K	Sell	443 -10	-2%	-$222	﹤0.01%	3033
2024 Q3	$10.2K	Hold	453	–	–	﹤0.01%	2932
2024 Q2	$7.37K	Sell	453 -161	-26%	-$3.44K	﹤0.01%	2967
2024 Q1	$16.4K	Sell	614 -63	-9%	-$1.98K	﹤0.01%	2696
2023 Q4	$27.7K	Buy	677 +213	+46%	+$6.56K	﹤0.01%	2449
2023 Q3	$14.6K	Buy	464 +125	+37%	+$4.81K	﹤0.01%	2464
2023 Q2	$14.7K	Sell	339 -76	-18%	-$2.43K	﹤0.01%	2480
2023 Q1	$13.5K	Sell	415 -3,531	-89%	-$114K	﹤0.01%	2482
2022 Q4	$106K	Buy	+3,946	New	+$124K	﹤0.01%	1418

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 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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NewEdge Advisors's U Position: Q1 2026 in Review

NewEdge Advisors reduced its Unity (U) stake by 96% in Q1 2026, selling an estimated $300K and leaving 400 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

NewEdge Advisors first reported a position in U in Q4 2022 and has held it in 14 quarters since. The position peaked at $495K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

NewEdge Advisors held 400 shares of Unity worth $8.78K as of Q1 2026.
NewEdge Advisors sold 10,808 Unity shares in Q1 2026, an estimated $300K.
Unity made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3436 holding.
NewEdge Advisors first reported a position in Unity in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Unity position peaked at $495K in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.