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Twin Peaks Wealth Advisors’s Unity U Stock Holding History

Twin Peaks Wealth Advisors’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
-145
Closed -$3.18K – 2064
2026
Q1 		$3.18K Buy
+145
New +$4.02K ﹤0.01% 1553
2025
Q3 		– Sell
-109
Closed -$4.07K – 1992
2025
Q2 		$4.07K Buy
+109
New +$2.4K ﹤0.01% 1397

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

Twin Peaks Wealth Advisors's U Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Unity (U) in Q2 2026, closing a stake of 145 shares — an estimated $3.18K sold.

Twin Peaks Wealth Advisors first reported a position in U in Q2 2025 and held it in 2 quarters. The position peaked at $4.07K in Q2 2025. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 145 Unity shares in Q2 2026, an estimated $3.18K.
  • Twin Peaks Wealth Advisors first reported a position in Unity in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Unity position peaked at $4.07K in Q2 2025.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.