Plancorp LLC’s Unity U Stock Holding History

Plancorp LLC’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 Q4	–	Sell	-7,861	Closed	-$315K	–	392
2025 Q3	$315K	Buy	+7,861	New	+$291K	0.01%	292

Other funds holding U

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Plancorp LLC's U Position: Q4 2025 in Review

Plancorp LLC sold out of Unity (U) in Q4 2025, closing a stake of 7,861 shares — an estimated $315K sold.

Plancorp LLC first reported a position in U in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

Plancorp LLC reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
Plancorp LLC sold 7,861 Unity shares in Q4 2025, an estimated $315K.
Plancorp LLC first reported a position in Unity in Q3 2025 and held it in 1 quarter.
Plancorp LLC's Unity position peaked at $315K in Q3 2025.
602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Plancorp LLC's 13F filing for Q4 2025, filed 5 Feb 2026.