TFC Financial Management’s Unity U Stock Holding History

TFC Financial Management’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	$659	Buy	30 +2	+7%	+$55	﹤0.01%	669
2025 Q4	$1.24K	Hold	28	–	–	﹤0.01%	586
2025 Q3	$1.12K	Hold	28	–	–	﹤0.01%	618
2025 Q2	$678	Hold	28	–	–	﹤0.01%	636
2025 Q1	$549	Hold	28	–	–	﹤0.01%	629
2024 Q4	$630	Hold	28	–	–	﹤0.01%	625
2024 Q3	$634	Buy	+28	New	+$484	﹤0.01%	630
2023 Q4	–	Sell	-11	Closed	-$346	–	731
2023 Q3	$346	Hold	11	–	–	﹤0.01%	650
2023 Q2	$478	Buy	+11	New	+$352	﹤0.01%	590
2022 Q3	–	Sell	-70	Closed	-$3K	–	580
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	381
2022 Q1	$7K	Sell	70 -58	-45%	-$6.01K	﹤0.01%	331
2021 Q4	$18K	Buy	128 +103	+412%	+$15.7K	0.01%	287
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	432
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	420
2021 Q1	$3K	Buy	+25	New	+$3.08K	﹤0.01%	410

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 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TFC Financial Management's U Position: Q1 2026 in Review

TFC Financial Management increased its Unity (U) stake by 7.1% in Q1 2026, buying an estimated $55 and bringing the position to 30 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #669.

TFC Financial Management first reported a position in U in Q1 2021 and has held it in 15 quarters since. The position peaked at $18K in Q4 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

TFC Financial Management held 30 shares of Unity worth $659 as of Q1 2026.
TFC Financial Management bought 2 Unity shares in Q1 2026, an estimated $55.
Unity made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #669 holding.
TFC Financial Management first reported a position in Unity in Q1 2021 and has held it in 15 quarters since.
TFC Financial Management's Unity position peaked at $18K in Q4 2021.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.