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Whittier Trust’s Unity U Stock Holding History

Whittier Trust’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 		$9.06M Sell
412,187
-5,333
-1% -$148K 0.1% 147
2025
Q4 		$19M Hold
417,520
– – 0.21% 85
2025
Q3 		$15.8M Hold
417,520
– – 0.18% 105
2025
Q2 		$10.1M Hold
417,520
– – 0.12% 143
2025
Q1 		$8.18M Sell
417,520
-7,429
-2% -$168K 0.11% 156
2024
Q4 		$9.54M Hold
424,949
– – 0.13% 142
2024
Q3 		$9.61M Hold
424,949
– – 0.13% 141
2024
Q2 		$6.91M Buy
424,949
+95,414
+29% +$2.04M 0.1% 168
2024
Q1 		$8.8M Hold
329,535
– – 0.13% 143
2023
Q4 		$13.5M Sell
329,535
-4,000
-1% -$123K 0.22% 100
2023
Q3 		$10.5M Hold
333,535
– – 0.19% 115
2023
Q2 		$14.5M Hold
333,535
– – 0.25% 91
2023
Q1 		$10.8M Sell
333,535
-100
-0% -$3.22K 0.2% 115
2022
Q4 		$9.54M Buy
333,635
+100
+0% +$3.13K 0.19% 119
2022
Q3 		$10.6M Sell
333,535
-150
-0% -$6.17K 0.22% 105
2022
Q2 		$12.3M Hold
333,685
– – 0.25% 96
2022
Q1 		$33.1M Buy
333,685
+85,477
+34% +$8.85M 0.56% 44
2021
Q4 		$35.5M Buy
248,208
+67,362
+37% +$10.3M 0.58% 39
2021
Q3 		$22.8M Buy
180,846
+28,279
+19% +$3.35M 0.42% 61
2021
Q2 		$16.8M Buy
152,567
+137,453
+909% +$13.5M 0.3% 89
2021
Q1 		$1.52M Buy
+15,114
New +$1.86M 0.03% 299

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
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
AM
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Whittier Trust's U Position: Q1 2026 in Review

Whittier Trust reduced its Unity (U) stake by 1.3% in Q1 2026, selling an estimated $148K and leaving 412,187 shares worth $9.06M. The position accounts for 0.1% of the portfolio, ranked #147.

Whittier Trust first reported a position in U in Q1 2021 and has held it in 21 quarters since. The position peaked at $35.5M in Q4 2021. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Whittier Trust held 412,187 shares of Unity worth $9.06M as of Q1 2026.
  • Whittier Trust sold 5,333 Unity shares in Q1 2026, an estimated $148K.
  • Unity made up 0.1% of Whittier Trust's portfolio in Q1 2026, its #147 holding.
  • Whittier Trust first reported a position in Unity in Q1 2021 and has held it in 21 quarters since.
  • Whittier Trust's Unity position peaked at $35.5M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.