Private Trust Company’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
-143
Closed -$6.32K 2688
2025
Q4
$6.32K Buy
+143
New +$5.83K ﹤0.01% 2090
2024
Q1
Sell
-125
Closed -$5.11K 2362
2023
Q4
$5.11K Sell
125
-3,022
-96% -$93.1K ﹤0.01% 1913
2023
Q3
$98.8K Sell
3,147
-7
-0.2% -$270 0.01% 802
2023
Q2
$137K Buy
3,154
+3,035
+2,550% +$97.2K 0.02% 699
2023
Q1
$3.86K Sell
119
-23
-16% -$740 ﹤0.01% 1929
2022
Q4
$4K Hold
142
﹤0.01% 1892
2022
Q3
$5K Buy
142
+12
+9% +$494 ﹤0.01% 1692
2022
Q2
$5K Buy
+130
New +$7.38K ﹤0.01% 1772

Other funds holding U

Private Trust Company's U Position: Q1 2026 in Review

Private Trust Company sold out of Unity (U) in Q1 2026, closing a stake of 143 shares — an estimated $6.32K sold.

Private Trust Company first reported a position in U in Q2 2022 and held it in 8 quarters. The position peaked at $137K in Q2 2023. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Private Trust Company reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Private Trust Company sold 143 Unity shares in Q1 2026, an estimated $6.32K.
  • Private Trust Company first reported a position in Unity in Q2 2022 and held it in 8 quarters.
  • Private Trust Company's Unity position peaked at $137K in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.