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WealthTrak Capital Management’s Unity U Stock Holding History

WealthTrak Capital Management’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
-5
Closed -$121 – 832
2025
Q2 		$121 Sell
5
-10
-67% -$220 ﹤0.01% 909
2025
Q1 		$294 Buy
15
+10
+200% +$226 ﹤0.01% 771
2024
Q4 		$113 Buy
+5
New +$111 ﹤0.01% 898

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

WealthTrak Capital Management's U Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Unity (U) in Q3 2025, closing a stake of 5 shares — an estimated $121 sold.

WealthTrak Capital Management first reported a position in U in Q4 2024 and held it in 3 quarters. The position peaked at $294 in Q1 2025. 548 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Unity shares in Q3 2025, an estimated $121.
  • WealthTrak Capital Management first reported a position in Unity in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Unity position peaked at $294 in Q1 2025.
  • 548 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.