Principia Wealth Advisory’s Unity U Stock Holding History

Principia Wealth Advisory’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	$257	Buy	9 +3	+50%	+$80	﹤0.01%	978
2026 Q1	$132	Buy	6 +2	+50%	+$55	﹤0.01%	993
2025 Q4	$177	Buy	4 +1	+33%	+$41	﹤0.01%	937
2025 Q3	$120	Buy	+3	New	+$111	﹤0.01%	920

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

Principia Wealth Advisory's U Position: Q2 2026 in Review

Principia Wealth Advisory increased its Unity (U) stake by 50% in Q2 2026, buying an estimated $80 and bringing the position to 9 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Principia Wealth Advisory first reported a position in U in Q3 2025 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Principia Wealth Advisory held 9 shares of Unity worth $257 as of Q2 2026.
Principia Wealth Advisory bought 3 Unity shares in Q2 2026, an estimated $80.
Unity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #978 holding.
Principia Wealth Advisory first reported a position in Unity in Q3 2025 and has held it in 4 quarters since.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.