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Summit Trail Advisors’s Unity U Stock Holding History

Summit Trail Advisors’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 		$2.21M Buy
100,834
+63,100
+167% +$1.75M 0.03% 458
2025
Q4 		$1.67M Sell
37,734
-9,393
-20% -$383K 0.03% 516
2025
Q3 		$1.89M Buy
+47,127
New +$1.75M 0.03% 482
2025
Q1 		– Sell
-14,982
Closed -$337K – 464
2024
Q4 		$337K Buy
+14,982
New +$333K 0.01% 271
2024
Q1 		– Sell
-5,209
Closed -$213K – 639
2023
Q4 		$213K Buy
+5,209
New +$161K 0.01% 478
2022
Q3 		– Sell
-6,066
Closed -$223K – 414
2022
Q2 		$223K Buy
6,066
+1,486
+32% +$84.4K 0.01% 333
2022
Q1 		$454K Sell
4,580
-276
-6% -$28.6K 0.04% 188
2021
Q4 		$694K Buy
4,856
+96
+2% +$14.7K 0.04% 150
2021
Q3 		$601K Buy
+4,760
New +$564K 0.05% 151

Other funds holding U

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Trail Advisors's U Position: Q1 2026 in Review

Summit Trail Advisors increased its Unity (U) stake by 167% in Q1 2026, buying an estimated $1.75M and bringing the position to 100,834 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #458.

Summit Trail Advisors first reported a position in U in Q3 2021 and has held it in 9 quarters since. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Summit Trail Advisors held 100,834 shares of Unity worth $2.21M as of Q1 2026.
  • Summit Trail Advisors bought 63,100 Unity shares in Q1 2026, an estimated $1.75M.
  • Unity made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #458 holding.
  • Summit Trail Advisors first reported a position in Unity in Q3 2021 and has held it in 9 quarters since.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.