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
2026 Q1	–	Sell	-1,124	Closed	-$49.6K	–	2304
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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's U Position: Q1 2026 in Review

SageView Advisory Group sold out of Unity (U) in Q1 2026, closing a stake of 1,124 shares — an estimated $49.6K sold.

SageView Advisory Group first reported a position in U in Q1 2024 and held it in 2 quarters. The position peaked at $557K in Q1 2024. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

SageView Advisory Group reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,124 Unity shares in Q1 2026, an estimated $49.6K.
SageView Advisory Group first reported a position in Unity in Q1 2024 and held it in 2 quarters.
SageView Advisory Group's Unity position peaked at $557K in Q1 2024.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.