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 Q2	$2.23K	Buy	+78	New	+$2.08K	﹤0.01%	1463
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 $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Physician Wealth Advisors's U Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Unity (U) in Q2 2026: 78 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in U as recently as Q4 2025.

Physician Wealth Advisors first reported a position in U in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.02K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Physician Wealth Advisors held 78 shares of Unity worth $2.23K as of Q2 2026.
Unity was a new Physician Wealth Advisors position in Q2 2026.
Unity made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1463 holding.
Physician Wealth Advisors first reported a position in Unity in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Unity position peaked at $4.02K in Q4 2025.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.