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Prosperity Wealth Management’s Unity U Stock Holding History

Prosperity Wealth Management’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
-8,700
Closed -$348K – 291
2025
Q3 		$348K Buy
+8,700
New +$323K 0.12% 171
2024
Q4 		– Sell
-16,035
Closed -$363K – 245
2024
Q3 		$363K Buy
+16,035
New +$277K 0.15% 115
2024
Q1 		– Sell
-6,550
Closed -$268K – 208
2023
Q4 		$268K Buy
+6,550
New +$202K 0.17% 94
2023
Q3 		– Sell
-6,550
Closed -$284K – 179
2023
Q2 		$284K Buy
+6,550
New +$210K 0.18% 94

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

Prosperity Wealth Management's U Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Unity (U) in Q4 2025, closing a stake of 8,700 shares — an estimated $348K sold.

Prosperity Wealth Management first reported a position in U in Q2 2023 and held it in 4 quarters. The position peaked at $363K in Q3 2024. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Prosperity Wealth Management reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 8,700 Unity shares in Q4 2025, an estimated $348K.
  • Prosperity Wealth Management first reported a position in Unity in Q2 2023 and held it in 4 quarters.
  • Prosperity Wealth Management's Unity position peaked at $363K in Q3 2024.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.