Principal Financial Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-125,465
| Closed | -$5.54M | – | 2291 |
|
|
2025
Q4 | $5.54M | Sell |
125,465
-86,221
| -41% | -$3.51M | ﹤0.01% | 1578 |
|
|
2025
Q3 | $8.48M | Buy |
211,686
+67,219
| +47% | +$2.49M | ﹤0.01% | 1377 |
|
|
2025
Q2 | $3.5M | Sell |
144,467
-152,508
| -51% | -$3.36M | ﹤0.01% | 1684 |
|
|
2025
Q1 | $5.82M | Buy |
296,975
+276,081
| +1,321% | +$6.23M | ﹤0.01% | 1513 |
|
|
2024
Q4 | $469K | Sell |
20,894
-812
| -4% | -$18.1K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $491K | Sell |
21,706
-2,270
| -9% | -$39.2K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $390K | Sell |
23,976
-2,293
| -9% | -$49.1K | ﹤0.01% | 2011 |
|
|
2024
Q1 | $701K | Buy |
26,269
+2,999
| +13% | +$94.2K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $952K | Sell |
23,270
-4,456
| -16% | -$137K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $870K | Buy |
27,726
+1,218
| +5% | +$46.9K | ﹤0.01% | 1859 |
|
|
2023
Q2 | $1.15M | Buy |
26,508
+1,730
| +7% | +$55.4K | ﹤0.01% | 1828 |
|
|
2023
Q1 | $804K | Sell |
24,778
-4,347
| -15% | -$140K | ﹤0.01% | 1883 |
|
|
2022
Q4 | $833K | Buy |
29,125
+5,430
| +23% | +$170K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $755K | Sell |
23,695
-7,114
| -23% | -$293K | ﹤0.01% | 1881 |
|
|
2022
Q2 | $1.14M | Sell |
30,809
-145,533
| -83% | -$8.26M | ﹤0.01% | 1896 |
|
|
2022
Q1 | $17.5M | Buy |
176,342
+21,314
| +14% | +$2.21M | 0.01% | 1007 |
|
|
2021
Q4 | $22.2M | Sell |
155,028
-1,568
| -1% | -$240K | 0.01% | 885 |
|
|
2021
Q3 | $19.8M | Buy |
156,596
+140,565
| +877% | +$16.6M | 0.01% | 958 |
|
|
2021
Q2 | $1.76M | Buy |
16,031
+12,999
| +429% | +$1.28M | ﹤0.01% | 1939 |
|
|
2021
Q1 | $304K | Sell |
3,032
-194
| -6% | -$23.9K | ﹤0.01% | 2274 |
|
|
2020
Q4 | $495K | Buy |
+3,226
| New | +$392K | ﹤0.01% | 2114 |
|
Other funds holding U
SLG
SUT
VPM
VCM
AM
SPC
