SOA Wealth Advisors’s Urban One Class A UONE Stock Holding History

SOA Wealth Advisors’s Portfolio UONE Stock Details UONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15	Closed	-$206	–	910
2025 Q3	$206	Hold	15	–	–	﹤0.01%	838
2025 Q2	$241	Hold	15	–	–	﹤0.01%	815
2025 Q1	$215	Hold	15	–	–	﹤0.01%	825
2024 Q4	$229	Hold	15	–	–	﹤0.01%	812
2024 Q3	$262	Hold	15	–	–	﹤0.01%	780
2024 Q2	$297	Hold	15	–	–	﹤0.01%	789
2024 Q1	$402	Hold	15	–	–	﹤0.01%	816
2023 Q4	$600	Hold	15	–	–	﹤0.01%	790
2023 Q3	$748	Hold	15	–	–	﹤0.01%	796
2023 Q2	$893	Hold	15	–	–	﹤0.01%	791
2023 Q1	$1.13K	Hold	15	–	–	﹤0.01%	782
2022 Q4	$678	Hold	15	–	–	﹤0.01%	827
2022 Q3	$0	Hold	15	–	–	﹤0.01%	998
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1038
2022 Q1	$0	Hold	15	–	–	﹤0.01%	1014
2021 Q4	$0	Hold	15	–	–	﹤0.01%	993
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	875
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	850
2021 Q1	$0	Hold	15	–	–	﹤0.01%	930
2020 Q4	$0	Buy	+15	New	+$758	﹤0.01%	892

Other funds holding UONE

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SOA Wealth Advisors's UONE Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Urban One Class A (UONE) in Q4 2025, closing a stake of 15 shares — an estimated $206 sold.

SOA Wealth Advisors first reported a position in UONE in Q4 2020 and held it in 20 quarters. The position peaked at $1.13K in Q1 2023. 20 funds tracked by Wall St. Rank hold UONE as of Q4 2025.

SOA Wealth Advisors reported no remaining Urban One Class A position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 15 Urban One Class A shares in Q4 2025, an estimated $206.
SOA Wealth Advisors first reported a position in Urban One Class A in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's Urban One Class A position peaked at $1.13K in Q1 2023.
20 funds tracked by Wall St. Rank held Urban One Class A as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.