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Whipplewood Advisors’s Unity U Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-28
Closed -$614 – 1008
2026
Q1 		$614 Buy
+28
New +$777 ﹤0.01% 966
2025
Q3 		– Sell
-300
Closed -$7.26K – 1104
2025
Q2 		$7.26K Buy
300
+272
+971% +$5.99K ﹤0.01% 624
2025
Q1 		$23.9K Sell
28
-1,753
-98% -$39.6K 0.01% 421
2024
Q4 		$40K Buy
+1,781
New +$39.6K 0.02% 341

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
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Whipplewood Advisors's U Position: Q2 2026 in Review

Whipplewood Advisors sold out of Unity (U) in Q2 2026, closing a stake of 28 shares — an estimated $614 sold.

Whipplewood Advisors first reported a position in U in Q4 2024 and held it in 4 quarters. The position peaked at $40K in Q4 2024. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Whipplewood Advisors reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 28 Unity shares in Q2 2026, an estimated $614.
  • Whipplewood Advisors first reported a position in Unity in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Unity position peaked at $40K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.