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U.S. Capital Wealth Advisors’s Unity U Stock Holding History

U.S. Capital 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 		$405K Buy
18,439
+1,103
+6% +$30.6K 0.01% 730
2025
Q4 		$766K Sell
17,336
-50
-0.3% -$2.04K 0.02% 553
2025
Q3 		$696K Sell
17,386
-15,992
-48% -$593K 0.02% 547
2025
Q2 		$808K Buy
33,378
+104
+0.3% +$2.29K 0.02% 481
2025
Q1 		$652K Sell
33,274
-21,147
-39% -$477K 0.02% 521
2024
Q4 		$1.22M Sell
54,421
-6,771
-11% -$151K 0.04% 396
2024
Q3 		$1.38M Sell
61,192
-71,373
-54% -$1.23M 0.05% 314
2024
Q2 		$2.16M Buy
132,565
+80,795
+156% +$1.73M 0.08% 228
2024
Q1 		$1.38M Buy
51,770
+1,110
+2% +$34.9K 0.05% 288
2023
Q4 		$2.07M Buy
50,660
+28,450
+128% +$877K 0.08% 219
2023
Q3 		$697K Buy
22,210
+1,700
+8% +$65.5K 0.03% 366
2023
Q2 		$891K Sell
20,510
-2,744
-12% -$87.9K 0.04% 346
2023
Q1 		$754K Buy
23,254
+20,754
+830% +$667K 0.03% 353
2022
Q4 		$71.5K Buy
+2,500
New +$78.3K ﹤0.01% 796
2022
Q3 		– Sell
-29,239
Closed -$1.08M – 686
2022
Q2 		$1.08M Buy
29,239
+7,895
+37% +$448K 0.05% 339
2022
Q1 		$2.12M Buy
21,344
+4,394
+26% +$455K 0.08% 233
2021
Q4 		$2.42M Sell
16,950
-2,360
-12% -$361K 0.1% 227
2021
Q3 		$2.44M Buy
+19,310
New +$2.29M 0.11% 213

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 $6.73T AUM 46.02% 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

U.S. Capital Wealth Advisors's U Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Unity (U) stake by 6.4% in Q1 2026, buying an estimated $30.6K and bringing the position to 18,439 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #730.

U.S. Capital Wealth Advisors first reported a position in U in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.44M in Q3 2021. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • U.S. Capital Wealth Advisors held 18,439 shares of Unity worth $405K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 1,103 Unity shares in Q1 2026, an estimated $30.6K.
  • Unity made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #730 holding.
  • U.S. Capital Wealth Advisors first reported a position in Unity in Q3 2021 and has held it in 18 quarters since.
  • U.S. Capital Wealth Advisors's Unity position peaked at $2.44M in Q3 2021.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.