WFA of San Diego’s Unity U Stock Holding History

WFA of San Diego’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	$219	Buy	+10	New	+$277	﹤0.01%	398
2023 Q3	$63	Hold	2	–	–	﹤0.01%	401
2023 Q2	$87	Buy	+2	New	+$64	﹤0.01%	393

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 New York $5.72T 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

Atreides Management Boston, Massachusetts $5B 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WFA of San Diego's U Position: Q1 2026 in Review

WFA of San Diego opened a new position in Unity (U) in Q1 2026: 10 shares worth $219. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: WFA of San Diego previously reported a position in U as recently as Q3 2023.

WFA of San Diego first reported a position in U in Q2 2023 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

WFA of San Diego held 10 shares of Unity worth $219 as of Q1 2026.
Unity was a new WFA of San Diego position in Q1 2026.
Unity made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #398 holding.
WFA of San Diego first reported a position in Unity in Q2 2023 and has held it in 3 quarters since.
526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.