VNA
U icon

Valley National Advisers’s Unity U Stock Holding History

Valley National Advisers’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 		– Sell
-41
Closed -$1K – 942
2025
Q4 		$1K Hold
41
– – ﹤0.01% 896
2025
Q3 		$1K Buy
+41
New +$1.52K ﹤0.01% 835
2024
Q3 		– Sell
-81
Closed -$1K – 1130
2024
Q2 		$1K Hold
81
– – ﹤0.01% 1142
2024
Q1 		$2K Sell
81
-15
-16% -$471 ﹤0.01% 1000
2023
Q4 		$3K Buy
96
+55
+134% +$1.7K ﹤0.01% 899
2023
Q3 		$1K Hold
41
– – ﹤0.01% 1027
2023
Q2 		$2K Hold
41
– – ﹤0.01% 826
2023
Q1 		$1K Hold
41
– – ﹤0.01% 856
2022
Q4 		$1K Hold
41
– – ﹤0.01% 818
2022
Q3 		$1K Hold
41
– – ﹤0.01% 880
2022
Q2 		$2K Buy
41
+22
+116% +$1.25K ﹤0.01% 784
2022
Q1 		$2K Hold
19
– – ﹤0.01% 815
2021
Q4 		$3K Buy
+19
New +$2.9K ﹤0.01% 764

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 $5.7T 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 $4.1B 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 $127B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return