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Tortoise Investment Management’s Unity U Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-11
Closed -$440 – 1361
2025
Q3 		$440 Buy
+11
New +$408 ﹤0.01% 1197

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 $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

Tortoise Investment Management's U Position: Q4 2025 in Review

Tortoise Investment Management sold out of Unity (U) in Q4 2025, closing a stake of 11 shares — an estimated $440 sold.

Tortoise Investment Management first reported a position in U in Q3 2025 and held it in 1 quarter. The position peaked at $440 in Q3 2025. 604 funds tracked by Wall St. Rank hold U as of Q4 2025.

  • Tortoise Investment Management reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Unity shares in Q4 2025, an estimated $440.
  • Tortoise Investment Management first reported a position in Unity in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Unity position peaked at $440 in Q3 2025.
  • 604 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.