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Oppenheimer & Co’s Unity U Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-22,098
Closed -$433K – 1701
2025
Q1 		$433K Buy
+22,098
New +$499K 0.01% 1123
2024
Q1 		– Sell
-6,296
Closed -$257K – 1510
2023
Q4 		$257K Buy
+6,296
New +$194K ﹤0.01% 1197
2022
Q2 		– Sell
-3,984
Closed -$396K – 1541
2022
Q1 		$396K Sell
3,984
-391
-9% -$40.5K 0.01% 1088
2021
Q4 		$625K Buy
4,375
+2,147
+96% +$328K 0.01% 951
2021
Q3 		$282K Buy
+2,228
New +$264K 0.01% 1255

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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oppenheimer & Co's U Position: Q2 2025 in Review

Oppenheimer & Co sold out of Unity (U) in Q2 2025, closing a stake of 22,098 shares — an estimated $433K sold.

Oppenheimer & Co first reported a position in U in Q3 2021 and held it in 5 quarters. The position peaked at $625K in Q4 2021. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Oppenheimer & Co reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 22,098 Unity shares in Q2 2025, an estimated $433K.
  • Oppenheimer & Co first reported a position in Unity in Q3 2021 and held it in 5 quarters.
  • Oppenheimer & Co's Unity position peaked at $625K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.