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
2023 Q4	–	Hold	0	–	-$18.8K	–	506
2023 Q3	–	Hold	0	–	–	–	432

Other funds holding U

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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.