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Physician Wealth Advisors’s Unity U Stock Holding History

Physician Wealth 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
2026
Q1 		– Sell
-91
Closed -$4.02K – 2237
2025
Q4 		$4.02K Hold
91
– – ﹤0.01% 1046
2025
Q3 		$3.64K Hold
91
– – ﹤0.01% 1016
2025
Q2 		$2.2K Buy
91
+45
+98% +$990 ﹤0.01% 1013
2025
Q1 		$902 Buy
+46
New +$1.04K ﹤0.01% 1158

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Physician Wealth Advisors's U Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Unity (U) in Q1 2026, closing a stake of 91 shares — an estimated $4.02K sold.

Physician Wealth Advisors first reported a position in U in Q1 2025 and held it in 4 quarters. The position peaked at $4.02K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 91 Unity shares in Q1 2026, an estimated $4.02K.
  • Physician Wealth Advisors first reported a position in Unity in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's Unity position peaked at $4.02K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.