PWPS
U icon

Pinnacle Wealth Planning Services’s Unity U Stock Holding History

Pinnacle Wealth Planning Services’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 		$67.1K Sell
3,060
-4,047
-57% -$112K 0.01% 1027
2025
Q4 		$314K Sell
7,107
-79
-1% -$3.22K 0.03% 310
2025
Q3 		$288K Buy
+7,186
New +$266K 0.03% 334

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

Pinnacle Wealth Planning Services's U Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Unity (U) stake by 57% in Q1 2026, selling an estimated $112K and leaving 3,060 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #1027.

Pinnacle Wealth Planning Services first reported a position in U in Q3 2025 and has held it in 3 quarters since. The position peaked at $314K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,060 shares of Unity worth $67.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4,047 Unity shares in Q1 2026, an estimated $112K.
  • Unity made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1027 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unity in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Unity position peaked at $314K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.