Wealth Architects’s Unity U Stock Holding History

Wealth Architects’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	-5,063	Closed	-$224K	–	256
2025 Q4	$224K	Buy	+5,063	New	+$206K	0.02%	213
2022 Q2	–	Sell	-2,630	Closed	-$261K	–	209
2022 Q1	$261K	Buy	+2,630	New	+$272K	0.04%	163

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wealth Architects's U Position: Q1 2026 in Review

Wealth Architects sold out of Unity (U) in Q1 2026, closing a stake of 5,063 shares — an estimated $224K sold.

Wealth Architects first reported a position in U in Q1 2022 and held it in 2 quarters. The position peaked at $261K in Q1 2022. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

Wealth Architects reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
Wealth Architects sold 5,063 Unity shares in Q1 2026, an estimated $224K.
Wealth Architects first reported a position in Unity in Q1 2022 and held it in 2 quarters.
Wealth Architects's Unity position peaked at $261K in Q1 2022.
528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.