Rockefeller Capital Management
U icon

Rockefeller Capital Management’s Unity U Stock Holding History

Rockefeller Capital 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
2026
Q1 		$133K Sell
6,070
-1,238
-17% -$34.3K ﹤0.01% 2712
2025
Q4 		$323K Sell
7,308
-18,292
-71% -$745K ﹤0.01% 2119
2025
Q3 		$1.03M Buy
+25,600
New +$949K ﹤0.01% 1417
2024
Q1 		– Sell
-12,635
Closed -$517K – 1731
2023
Q4 		$517K Sell
12,635
-651
-5% -$20.1K ﹤0.01% 1337
2023
Q3 		$417K Sell
13,286
-11,879
-47% -$457K ﹤0.01% 1341
2023
Q2 		$1.09M Buy
25,165
+18,592
+283% +$595K ﹤0.01% 1052
2023
Q1 		$212K Sell
6,573
-6,146
-48% -$198K ﹤0.01% 1789
2022
Q4 		$362K Buy
12,719
+2,467
+24% +$77.3K ﹤0.01% 1397
2022
Q3 		$325K Sell
10,252
-150
-1% -$6.17K ﹤0.01% 1437
2022
Q2 		$382K Buy
10,402
+4,820
+86% +$274K ﹤0.01% 1365
2022
Q1 		$553K Sell
5,582
-336
-6% -$34.8K ﹤0.01% 1284
2021
Q4 		$845K Buy
5,918
+2,558
+76% +$391K ﹤0.01% 1109
2021
Q3 		$423K Buy
3,360
+2,541
+310% +$301K ﹤0.01% 1321
2021
Q2 		$89K Buy
819
+119
+17% +$11.7K ﹤0.01% 1845
2021
Q1 		$70K Buy
700
+529
+309% +$65.2K ﹤0.01% 1761
2020
Q4 		$26K Buy
+171
New +$20.8K ﹤0.01% 1905

Other funds holding U

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Rockefeller Capital Management's U Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Unity (U) stake by 17% in Q1 2026, selling an estimated $34.3K and leaving 6,070 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Rockefeller Capital Management first reported a position in U in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.09M in Q2 2023. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Rockefeller Capital Management held 6,070 shares of Unity worth $133K as of Q1 2026.
  • Rockefeller Capital Management sold 1,238 Unity shares in Q1 2026, an estimated $34.3K.
  • Unity made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2712 holding.
  • Rockefeller Capital Management first reported a position in Unity in Q4 2020 and has held it in 16 quarters since.
  • Rockefeller Capital Management's Unity position peaked at $1.09M in Q2 2023.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.