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Spire Wealth Management’s Unity U Stock Holding History

Spire Wealth 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 		– Sell
-47
Closed -$2.08K – 2404
2025
Q4 		$2.08K Hold
47
– – ﹤0.01% 2090
2025
Q3 		$1.89K Buy
47
+12
+34% +$445 ﹤0.01% 2173
2025
Q2 		$852 Buy
+35
New +$770 ﹤0.01% 2307
2024
Q2 		– Sell
-4,877
Closed -$130K – 2388
2024
Q1 		$130K Sell
4,877
-5,964
-55% -$187K ﹤0.01% 918
2023
Q4 		$359K Buy
10,841
+7,597
+234% +$234K 0.01% 596
2023
Q3 		$102K Sell
3,244
-131
-4% -$5.04K ﹤0.01% 949
2023
Q2 		$147K Sell
3,375
-1,527
-31% -$48.9K 0.01% 831
2023
Q1 		$159K Sell
4,902
-6,281
-56% -$202K 0.01% 801
2022
Q4 		$320K Buy
11,183
+2,998
+37% +$93.9K 0.02% 448
2022
Q3 		$261K Buy
8,185
+4,698
+135% +$193K 0.02% 465
2022
Q2 		$128K Sell
3,487
-5,231
-60% -$297K 0.01% 939
2022
Q1 		$867K Sell
8,718
-559
-6% -$57.9K 0.02% 421
2021
Q4 		$1.34M Buy
9,277
+474
+5% +$72.4K 0.03% 396
2021
Q3 		$1.11M Buy
8,803
+6,300
+252% +$746K 0.03% 387
2021
Q2 		$275K Sell
2,503
-250
-9% -$24.6K 0.01% 811
2021
Q1 		$275K Buy
+2,753
New +$339K 0.01% 916

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Spire Wealth Management's U Position: Q1 2026 in Review

Spire Wealth Management sold out of Unity (U) in Q1 2026, closing a stake of 47 shares — an estimated $2.08K sold.

Spire Wealth Management first reported a position in U in Q1 2021 and held it in 16 quarters. The position peaked at $1.34M in Q4 2021. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Spire Wealth Management reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 47 Unity shares in Q1 2026, an estimated $2.08K.
  • Spire Wealth Management first reported a position in Unity in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's Unity position peaked at $1.34M in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.