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Summit Wealth Group (Colorado)’s Unity U Stock Holding History

Summit Wealth Group (Colorado)’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
-20,061
Closed -$528K – 467
2025
Q3 		$528K Buy
+20,061
New +$744K 0.08% 132

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

Summit Wealth Group (Colorado)'s U Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Unity (U) in Q4 2025, closing a stake of 20,061 shares — an estimated $528K sold.

Summit Wealth Group (Colorado) first reported a position in U in Q3 2025 and held it in 1 quarter. The position peaked at $528K in Q3 2025. 603 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 20,061 Unity shares in Q4 2025, an estimated $528K.
  • Summit Wealth Group (Colorado) first reported a position in Unity in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Unity position peaked at $528K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.