NEI
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Northwest & Ethical Investments’s Unity U Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-7,332
Closed -$331K – 605
2025
Q4 		$331K Buy
7,332
+532
+8% +$21.7K 0.01% 433
2025
Q3 		$292K Buy
+6,800
New +$252K 0.01% 446

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northwest & Ethical Investments's U Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Unity (U) in Q1 2026, closing a stake of 7,332 shares — an estimated $331K sold.

Northwest & Ethical Investments first reported a position in U in Q3 2025 and held it in 2 quarters. The position peaked at $331K in Q4 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 7,332 Unity shares in Q1 2026, an estimated $331K.
  • Northwest & Ethical Investments first reported a position in Unity in Q3 2025 and held it in 2 quarters.
  • Northwest & Ethical Investments's Unity position peaked at $331K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.