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Optimum Investment Advisors’s Unity U Stock Holding History

Optimum 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 		$400 Hold
10
– – ﹤0.01% 600
2025
Q2 		$242 Sell
10
-150
-94% -$3.3K ﹤0.01% 603
2025
Q1 		$3.13K Hold
160
– – ﹤0.01% 581
2024
Q4 		$3.6K Hold
160
– – ﹤0.01% 567
2024
Q3 		$3.62K Hold
160
– – ﹤0.01% 584
2024
Q2 		$2.6K Sell
160
-30
-16% -$642 ﹤0.01% 585
2024
Q1 		$5.07K Hold
190
– – ﹤0.01% 567
2023
Q4 		$7.77K Hold
190
– – ﹤0.01% 533
2023
Q3 		$5.96K Buy
190
+180
+1,800% +$6.93K ﹤0.01% 594
2023
Q2 		$434 Hold
10
– – ﹤0.01% 684
2023
Q1 		$324 Hold
10
– – ﹤0.01% 723
2022
Q4 		$286 Sell
10
-75
-88% -$2.35K ﹤0.01% 745
2022
Q3 		$3K Hold
85
– – ﹤0.01% 705
2022
Q2 		$3K Hold
85
– – ﹤0.01% 740
2022
Q1 		$8K Hold
85
– – ﹤0.01% 679
2021
Q4 		$12K Hold
85
– – ﹤0.01% 664
2021
Q3 		$11K Buy
85
+8
+10% +$947 ﹤0.01% 676
2021
Q2 		$8K Hold
77
– – ﹤0.01% 781
2021
Q1 		$8K Buy
+77
New +$9.48K ﹤0.01% 792

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

Optimum Investment Advisors's U Position: Q3 2025 in Review

Optimum Investment Advisors held its Unity (U) position steady in Q3 2025 at 10 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Optimum Investment Advisors first reported a position in U in Q1 2021 and has held it in 19 quarters since. The position peaked at $12K in Q4 2021. 549 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • Optimum Investment Advisors held 10 shares of Unity worth $400 as of Q3 2025.
  • Optimum Investment Advisors left its Unity share count unchanged in Q3 2025.
  • Unity made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #600 holding.
  • Optimum Investment Advisors first reported a position in Unity in Q1 2021 and has held it in 19 quarters since.
  • Optimum Investment Advisors's Unity position peaked at $12K in Q4 2021.
  • 549 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.