Pacific Capital Wealth Advisors’s Unisys UIS Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio UIS Stock Details UIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28	Closed	-$177	–	355
2024 Q4	$177	Hold	28	–	–	﹤0.01%	379
2024 Q3	$159	Hold	28	–	–	﹤0.01%	469
2024 Q2	$116	Hold	28	–	–	﹤0.01%	504
2024 Q1	$137	Hold	28	–	–	﹤0.01%	504
2023 Q4	$157	Buy	+28	New	+$119	﹤0.01%	330

Other funds holding UIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacific Capital Wealth Advisors's UIS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Unisys (UIS) in Q1 2025, closing a stake of 28 shares — an estimated $177 sold.

Pacific Capital Wealth Advisors first reported a position in UIS in Q4 2023 and held it in 5 quarters. The position peaked at $177 in Q4 2024. 179 funds tracked by Wall St. Rank hold UIS as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Unisys position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 28 Unisys shares in Q1 2025, an estimated $177.
Pacific Capital Wealth Advisors first reported a position in Unisys in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Unisys position peaked at $177 in Q4 2024.
179 funds tracked by Wall St. Rank held Unisys as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.