PWM
U icon

Parkworth Wealth Management’s Unity U Stock Holding History

Parkworth Wealth Management’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 		$97 Sell
4
-1
-20% -$22 ﹤0.01% 1138
2025
Q1 		$98 Buy
5
+4
+400% +$90 ﹤0.01% 946
2024
Q4 		$22 Buy
+1
New +$22 ﹤0.01% 1241

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

Parkworth Wealth Management's U Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Unity (U) stake by 20% in Q2 2025, selling an estimated $22 and leaving 4 shares worth $97. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Parkworth Wealth Management first reported a position in U in Q4 2024 and has held it in 3 quarters since. The position peaked at $98 in Q1 2025. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of Unity worth $97 as of Q2 2025.
  • Parkworth Wealth Management sold 1 Unity share in Q2 2025, an estimated $22.
  • Unity made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1138 holding.
  • Parkworth Wealth Management first reported a position in Unity in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Unity position peaked at $98 in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.