PWA
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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
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

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

Principia Wealth Advisory's U Position: Q4 2025 in Review

Principia Wealth Advisory increased its Unity (U) stake by 33% in Q4 2025, buying an estimated $41 and bringing the position to 4 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Principia Wealth Advisory first reported a position in U in Q3 2025 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Principia Wealth Advisory held 4 shares of Unity worth $177 as of Q4 2025.
  • Principia Wealth Advisory bought 1 Unity share in Q4 2025, an estimated $41.
  • Unity made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #937 holding.
  • Principia Wealth Advisory first reported a position in Unity in Q3 2025 and has held it in 2 quarters since.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.