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Prospera Financial Services’s Unity U Stock Holding History

Prospera Financial Services’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
-15,624
Closed -$626K – 1445
2025
Q3 		$626K Sell
15,624
-2,884
-16% -$107K 0.01% 854
2025
Q2 		$448K Buy
18,508
+3,366
+22% +$74.1K 0.01% 950
2025
Q1 		$297K Sell
15,142
-62
-0.4% -$1.4K 0.01% 991
2024
Q4 		$342K Buy
+15,204
New +$338K 0.01% 880
2024
Q2 		– Sell
-7,696
Closed -$205K – 1187
2024
Q1 		$205K Buy
7,696
+266
+4% +$8.36K 0.01% 1032
2023
Q4 		$304K Buy
7,430
+734
+11% +$22.6K 0.01% 840
2023
Q3 		$210K Hold
6,696
– – 0.01% 936
2023
Q2 		$291K Sell
6,696
-1,282
-16% -$41K 0.01% 809
2023
Q1 		$259K Buy
7,978
+876
+12% +$28.2K 0.01% 828
2022
Q4 		$203K Buy
+7,102
New +$222K 0.01% 841
2022
Q3 		– Sell
-1,312
Closed -$48K – 1540
2022
Q2 		$48K Sell
1,312
-33
-2% -$1.87K ﹤0.01% 1036
2022
Q1 		$133K Buy
+1,345
New +$139K 0.01% 1023

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

Prospera Financial Services's U Position: Q4 2025 in Review

Prospera Financial Services sold out of Unity (U) in Q4 2025, closing a stake of 15,624 shares — an estimated $626K sold.

Prospera Financial Services first reported a position in U in Q1 2022 and held it in 12 quarters. The position peaked at $626K in Q3 2025. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Prospera Financial Services reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 15,624 Unity shares in Q4 2025, an estimated $626K.
  • Prospera Financial Services first reported a position in Unity in Q1 2022 and held it in 12 quarters.
  • Prospera Financial Services's Unity position peaked at $626K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.