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Tradition Wealth Management’s Unity U Stock Holding History

Tradition 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
2026
Q2 		– Sell
-10,430
Closed -$229K – 577
2026
Q1 		$229K Sell
10,430
-2,406
-19% -$66.7K 0.02% 442
2025
Q4 		$567K Buy
12,836
+231
+2% +$9.41K 0.04% 266
2025
Q3 		$505K Sell
12,605
-2,187
-15% -$81.1K 0.04% 284
2025
Q2 		$358K Sell
14,792
-114
-0.8% -$2.51K 0.03% 316
2025
Q1 		$292K Sell
14,906
-2,605
-15% -$58.8K 0.03% 336
2024
Q4 		$393K Buy
+17,511
New +$389K 0.03% 282
2022
Q4 		– Sell
-250
Closed -$8K – 1213
2022
Q3 		$8K Hold
250
– – ﹤0.01% 987
2022
Q2 		$9K Sell
250
-75
-23% -$4.26K ﹤0.01% 854
2022
Q1 		$32K Hold
325
– – ﹤0.01% 613
2021
Q4 		$46K Hold
325
– – 0.01% 548
2021
Q3 		$41K Buy
325
+75
+30% +$8.88K 0.01% 558
2021
Q2 		$27K Hold
250
– – ﹤0.01% 689
2021
Q1 		$25K Hold
250
– – ﹤0.01% 591
2020
Q4 		$38K Buy
+250
New +$30.4K 0.01% 463

Other funds holding U

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tradition Wealth Management's U Position: Q2 2026 in Review

Tradition Wealth Management sold out of Unity (U) in Q2 2026, closing a stake of 10,430 shares — an estimated $229K sold.

Tradition Wealth Management first reported a position in U in Q4 2020 and held it in 14 quarters. The position peaked at $567K in Q4 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Tradition Wealth Management reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 10,430 Unity shares in Q2 2026, an estimated $229K.
  • Tradition Wealth Management first reported a position in Unity in Q4 2020 and held it in 14 quarters.
  • Tradition Wealth Management's Unity position peaked at $567K in Q4 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.