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Trivant Custom Portfolio Group’s Unity U Stock Holding History

Trivant Custom Portfolio Group’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
Q2 		– Sell
-100
Closed -$1.96K – 203
2025
Q1 		$1.96K Hold
100
– – ﹤0.01% 178
2024
Q4 		$2.25K Hold
100
– – ﹤0.01% 179
2024
Q3 		$2.26K Hold
100
– – ﹤0.01% 158
2024
Q2 		$1.63K Hold
100
– – ﹤0.01% 173
2024
Q1 		$2.67K Buy
+100
New +$3.14K ﹤0.01% 173

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Resolute Advisors San Francisco, California $242M AUM 52.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trivant Custom Portfolio Group's U Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Unity (U) in Q2 2025, closing a stake of 100 shares — an estimated $1.96K sold.

Trivant Custom Portfolio Group first reported a position in U in Q1 2024 and held it in 5 quarters. The position peaked at $2.67K in Q1 2024. 444 funds tracked by Wall St. Rank hold U as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Unity position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 Unity shares in Q2 2025, an estimated $1.96K.
  • Trivant Custom Portfolio Group first reported a position in Unity in Q1 2024 and held it in 5 quarters.
  • Trivant Custom Portfolio Group's Unity position peaked at $2.67K in Q1 2024.
  • 444 funds tracked by Wall St. Rank held Unity as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.