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WESPAC Advisors SoCal’s Unity U Stock Holding History

WESPAC Advisors SoCal’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
-5,815
Closed -$257K – 126
2025
Q4 		$257K Sell
5,815
-185
-3% -$7.54K 0.05% 101
2025
Q3 		$240K Buy
+6,000
New +$222K 0.05% 102
2025
Q2 		– Sell
-20,942
Closed -$410K – 111
2025
Q1 		$410K Buy
+20,942
New +$473K 0.11% 80

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

WESPAC Advisors SoCal's U Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of Unity (U) in Q1 2026, closing a stake of 5,815 shares — an estimated $257K sold.

WESPAC Advisors SoCal first reported a position in U in Q1 2025 and held it in 3 quarters. The position peaked at $410K in Q1 2025. 528 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • WESPAC Advisors SoCal reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 5,815 Unity shares in Q1 2026, an estimated $257K.
  • WESPAC Advisors SoCal first reported a position in Unity in Q1 2025 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Unity position peaked at $410K in Q1 2025.
  • 528 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.