Private Wealth Management Group’s Unity U Stock Holding History

Private Wealth Management Group’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	$6.95K	Hold	243	–	–	﹤0.01%	708
2026 Q1	$5.33K	Sell	243 -63	-21%	-$1.75K	﹤0.01%	744
2025 Q4	$13.5K	Sell	306 -6	-2%	-$245	﹤0.01%	426
2025 Q3	$12.5K	Hold	312	–	–	﹤0.01%	449
2025 Q2	$7.55K	Sell	312 -1	-0.3%	-$22	﹤0.01%	589
2025 Q1	$6.13K	Hold	313	–	–	﹤0.01%	643
2024 Q4	$7.03K	Buy	313 +28	+10%	+$623	﹤0.01%	611
2024 Q3	$6.45K	Buy	285 +11	+4%	+$190	﹤0.01%	626
2024 Q2	$4.46K	Buy	274 +150	+121%	+$3.21K	﹤0.01%	746
2024 Q1	$3.31K	Sell	124 -27	-18%	-$848	﹤0.01%	775
2023 Q4	$6.17K	Buy	+151	New	+$4.65K	﹤0.01%	559

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

Private Wealth Management Group's U Position: Q2 2026 in Review

Private Wealth Management Group held its Unity (U) position steady in Q2 2026 at 243 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Private Wealth Management Group first reported a position in U in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5K in Q4 2025. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

Private Wealth Management Group held 243 shares of Unity worth $6.95K as of Q2 2026.
Private Wealth Management Group left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #708 holding.
Private Wealth Management Group first reported a position in Unity in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Unity position peaked at $13.5K in Q4 2025.
563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.