SW
U icon

SteelPeak Wealth’s Unity U Stock Holding History

SteelPeak Wealth’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 		– Sell
-6,886
Closed -$276K – 651
2025
Q3 		$276K Buy
+6,886
New +$255K 0.01% 483
2025
Q1 		– Sell
-9,852
Closed -$221K – 683
2024
Q4 		$221K Buy
+9,852
New +$219K 0.01% 471
2024
Q3 		– Sell
-58,926
Closed -$958K – 609
2024
Q2 		$958K Buy
58,926
+13,658
+30% +$292K 0.04% 233
2024
Q1 		$1.21M Buy
45,268
+18,838
+71% +$592K 0.06% 203
2023
Q4 		$1.08M Sell
26,430
-18,446
-41% -$568K 0.06% 198
2023
Q3 		$1.41M Buy
44,876
+20,800
+86% +$801K 0.09% 161
2023
Q2 		$1.05M Buy
24,076
+123
+0.5% +$3.94K 0.06% 181
2023
Q1 		$777K Buy
23,953
+5,764
+32% +$185K 0.05% 183
2022
Q4 		$520K Sell
18,189
-2,190
-11% -$68.6K 0.04% 240
2022
Q3 		$649K Buy
20,379
+1,025
+5% +$42.2K 0.05% 210
2022
Q2 		$713K Buy
19,354
+12,321
+175% +$700K 0.05% 205
2022
Q1 		$698K Buy
+7,033
New +$729K 0.04% 231

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

SteelPeak Wealth's U Position: Q4 2025 in Review

SteelPeak Wealth sold out of Unity (U) in Q4 2025, closing a stake of 6,886 shares — an estimated $276K sold.

SteelPeak Wealth first reported a position in U in Q1 2022 and held it in 12 quarters. The position peaked at $1.41M in Q3 2023. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • SteelPeak Wealth reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 6,886 Unity shares in Q4 2025, an estimated $276K.
  • SteelPeak Wealth first reported a position in Unity in Q1 2022 and held it in 12 quarters.
  • SteelPeak Wealth's Unity position peaked at $1.41M in Q3 2023.
  • 602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

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