SAG
U icon

SageView Advisory Group’s Unity U Stock Holding History

SageView Advisory 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
2025
Q4 		$49.6K Buy
+1,124
New +$45.8K ﹤0.01% 1085
2024
Q2 		– Sell
-772
Closed -$557K – 772
2024
Q1 		$557K Buy
+772
New +$24.3K 0.03% 303

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

SageView Advisory Group's U Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Unity (U) in Q4 2025: 1,124 shares worth $49.6K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in U as recently as Q1 2024.

SageView Advisory Group first reported a position in U in Q1 2024 and has held it in 2 quarters since. The position peaked at $557K in Q1 2024. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • SageView Advisory Group held 1,124 shares of Unity worth $49.6K as of Q4 2025.
  • Unity was a new SageView Advisory Group position in Q4 2025.
  • Unity made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1085 holding.
  • SageView Advisory Group first reported a position in Unity in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Unity position peaked at $557K in Q1 2024.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.