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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
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 $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
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
AM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Twin Peaks Wealth Advisors's U Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Unity (U) in Q1 2026: 145 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in U as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in U in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.07K in Q2 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Twin Peaks Wealth Advisors held 145 shares of Unity worth $3.18K as of Q1 2026.
  • Unity was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Unity made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1553 holding.
  • Twin Peaks Wealth Advisors first reported a position in Unity in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Unity position peaked at $4.07K in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.