Tower View Wealth Management’s Unity U Stock Holding History

Tower View Wealth 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 Q3	–	Sell	-109	Closed	-$2.64K	–	198
2025 Q2	$2.64K	Hold	109	–	–	﹤0.01%	183
2025 Q1	$2.14K	Hold	109	–	–	﹤0.01%	174
2024 Q4	$2.45K	Hold	109	–	–	﹤0.01%	177
2024 Q3	$2.47K	Hold	109	–	–	﹤0.01%	182
2024 Q2	$1.77K	Hold	109	–	–	﹤0.01%	177
2024 Q1	$2.91K	Hold	109	–	–	﹤0.01%	181
2023 Q4	$4K	Hold	109	–	–	﹤0.01%	161
2023 Q3	$3K	Hold	109	–	–	﹤0.01%	165
2023 Q2	$5K	Hold	109	–	–	﹤0.01%	148
2023 Q1	$4K	Hold	109	–	–	﹤0.01%	139
2022 Q4	$3K	Buy	+109	New	+$3.42K	﹤0.01%	151

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

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

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

SPC

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

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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Tower View Wealth Management's U Position: Q3 2025 in Review

Tower View Wealth Management sold out of Unity (U) in Q3 2025, closing a stake of 109 shares — an estimated $2.64K sold.

Tower View Wealth Management first reported a position in U in Q4 2022 and held it in 11 quarters. The position peaked at $5K in Q2 2023. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

Tower View Wealth Management reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
Tower View Wealth Management sold 109 Unity shares in Q3 2025, an estimated $2.64K.
Tower View Wealth Management first reported a position in Unity in Q4 2022 and held it in 11 quarters.
Tower View Wealth Management's Unity position peaked at $5K in Q2 2023.
548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Tower View Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.