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Principal Securities’s Unity U Stock Holding History

Principal Securities’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
-3,035
Closed -$122K – 3363
2025
Q3 		$122K Buy
3,035
+769
+34% +$28.5K ﹤0.01% 1506
2025
Q2 		$54.8K Buy
2,266
+844
+59% +$18.6K ﹤0.01% 1819
2025
Q1 		$32K Hold
1,422
– – ﹤0.01% 1961
2024
Q4 		$32K Buy
1,422
+477
+50% +$10.6K ﹤0.01% 1958
2024
Q3 		$21.4K Buy
945
+255
+37% +$4.4K ﹤0.01% 2085
2024
Q2 		$11.2K Buy
690
+168
+32% +$3.59K ﹤0.01% 2336
2024
Q1 		$13.9K Sell
522
-374
-42% -$11.8K ﹤0.01% 2185
2023
Q4 		$36.6K Buy
+896
New +$27.6K ﹤0.01% 1621

Other funds holding U

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
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
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Principal Securities's U Position: Q4 2025 in Review

Principal Securities sold out of Unity (U) in Q4 2025, closing a stake of 3,035 shares — an estimated $122K sold.

Principal Securities first reported a position in U in Q4 2023 and held it in 8 quarters. The position peaked at $122K in Q3 2025. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Principal Securities reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,035 Unity shares in Q4 2025, an estimated $122K.
  • Principal Securities first reported a position in Unity in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Unity position peaked at $122K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.