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 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 $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

Tradition Wealth Management's U Position: Q1 2026 in Review

Tradition Wealth Management reduced its Unity (U) stake by 19% in Q1 2026, selling an estimated $66.7K and leaving 10,430 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #442.

Tradition Wealth Management first reported a position in U in Q4 2020 and has held it in 14 quarters since. The position peaked at $567K in Q4 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

Tradition Wealth Management held 10,430 shares of Unity worth $229K as of Q1 2026.
Tradition Wealth Management sold 2,406 Unity shares in Q1 2026, an estimated $66.7K.
Unity made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #442 holding.
Tradition Wealth Management first reported a position in Unity in Q4 2020 and has held it in 14 quarters since.
Tradition Wealth Management's Unity position peaked at $567K in Q4 2025.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.