SVB Wealth’s Unity U Stock Holding History

SVB 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 Q2	–	Sell	-895	Closed	-$17.5K	–	1548
2025 Q1	$17.5K	Buy	+895	New	+$20.2K	﹤0.01%	777
2024 Q1	–	Sell	-6,481	Closed	-$265K	–	913
2023 Q4	$265K	Buy	+6,481	New	+$200K	0.01%	673
2023 Q2	–	Sell	-21,507	Closed	-$698K	–	1005
2023 Q1	$698K	Sell	21,507 -482	-2%	-$15.5K	0.01%	458
2022 Q4	$629K	Buy	21,989 +604	+3%	+$18.9K	0.01%	504
2022 Q3	$682K	Buy	+21,385	New	+$880K	0.01%	450

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

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

Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVB Wealth's U Position: Q2 2025 in Review

SVB Wealth sold out of Unity (U) in Q2 2025, closing a stake of 895 shares — an estimated $17.5K sold.

SVB Wealth first reported a position in U in Q3 2022 and held it in 5 quarters. The position peaked at $698K in Q1 2023. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

SVB Wealth reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 895 Unity shares in Q2 2025, an estimated $17.5K.
SVB Wealth first reported a position in Unity in Q3 2022 and held it in 5 quarters.
SVB Wealth's Unity position peaked at $698K in Q1 2023.
444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.