Ridgewood Investments’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,200
Closed -$12.9K 650
2025
Q2
$12.9K Buy
+4,200
New +$92.4K 0.01% 483
2025
Q1
Sell
-4,200
Closed -$19.2K 746
2024
Q4
$19.2K Sell
4,200
-3,300
-44% -$73.4K 0.01% 426
2024
Q3
$34.9K Hold
7,500
0.02% 365
2024
Q2
$17.5K Buy
7,500
+6,500
+650% +$139K 0.01% 450
2024
Q1
$7.42K Buy
+1,000
New +$31.4K ﹤0.01% 207

Other funds holding U

Ridgewood Investments's U Position: Q2 2026 in Review

Ridgewood Investments reduced its Unity (U) stake by 13% in Q2 2026, selling an estimated $39.9K and leaving 9,627 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #193.

Ridgewood Investments first reported a position in U in Q1 2023 and has held it in 12 quarters since. The position peaked at $864K in Q4 2023. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Ridgewood Investments held 9,627 shares of Unity worth $275K as of Q2 2026.
  • Ridgewood Investments sold 1,500 Unity shares in Q2 2026, an estimated $39.9K.
  • Unity made up 0.1% of Ridgewood Investments's portfolio in Q2 2026, its #193 holding.
  • Ridgewood Investments first reported a position in Unity in Q1 2023 and has held it in 12 quarters since.
  • Ridgewood Investments's Unity position peaked at $864K in Q4 2023.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.