TWD
U icon

True Wealth Design’s Unity U Stock Holding History

True Wealth Design’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 		$84.6K Buy
2,959
+2,952
+42,171% +$78.5K 0.02% 306
2026
Q1 		$154 Sell
7
-51
-88% -$1.42K ﹤0.01% 2384
2025
Q4 		$2.56K Buy
58
+37
+176% +$1.51K ﹤0.01% 1357
2025
Q3 		$841 Hold
21
– – ﹤0.01% 1816
2025
Q2 		$509 Sell
21
-728
-97% -$16K ﹤0.01% 1734
2025
Q1 		$14.7K Buy
749
+748
+74,800% +$16.9K 0.01% 398
2024
Q4 		$23 Hold
1
– – ﹤0.01% 1340
2024
Q3 		$23 Sell
1
-7
-88% -$121 ﹤0.01% 1267
2024
Q2 		$131 Buy
8
+1
+14% +$21 ﹤0.01% 763
2024
Q1 		$187 Buy
7
+3
+75% +$94 ﹤0.01% 742
2023
Q4 		$164 Buy
4
+2
+100% +$62 ﹤0.01% 703
2023
Q3 		$63 Buy
+2
New +$77 ﹤0.01% 739

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

True Wealth Design's U Position: Q2 2026 in Review

True Wealth Design increased its Unity (U) stake by 42,171% in Q2 2026, buying an estimated $78.5K and bringing the position to 2,959 shares worth $84.6K. The position accounts for 0.02% of the portfolio, ranked #306.

True Wealth Design first reported a position in U in Q3 2023 and has held it in 12 quarters since. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • True Wealth Design held 2,959 shares of Unity worth $84.6K as of Q2 2026.
  • True Wealth Design bought 2,952 Unity shares in Q2 2026, an estimated $78.5K.
  • Unity made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #306 holding.
  • True Wealth Design first reported a position in Unity in Q3 2023 and has held it in 12 quarters since.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.