VFM
U icon

Vision Financial Markets’s Unity U Stock Holding History

Vision Financial Markets’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
2025
Q3 		– Sell
-50
Closed -$1.21K – 452
2025
Q2 		$1.21K Hold
50
– – ﹤0.01% 355
2025
Q1 		$980 Buy
+50
New +$1.13K ﹤0.01% 352

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Vision Financial Markets's U Position: Q3 2025 in Review

Vision Financial Markets sold out of Unity (U) in Q3 2025, closing a stake of 50 shares — an estimated $1.21K sold.

Vision Financial Markets first reported a position in U in Q1 2025 and held it in 2 quarters. The position peaked at $1.21K in Q2 2025. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • Vision Financial Markets reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • Vision Financial Markets sold 50 Unity shares in Q3 2025, an estimated $1.21K.
  • Vision Financial Markets first reported a position in Unity in Q1 2025 and held it in 2 quarters.
  • Vision Financial Markets's Unity position peaked at $1.21K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Vision Financial Markets's 13F filing for Q3 2025, filed 6 Nov 2025.