WT
UBX

Whittier Trust’s Unity Biotechnology UBX Stock Holding History

Whittier Trust’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-360
Closed -$136 – 1616
2025
Q2 		$136 Hold
360
– – ﹤0.01% 1496
2025
Q1 		$370 Hold
360
– – ﹤0.01% 1467
2024
Q4 		$349 Hold
360
– – ﹤0.01% 1520
2024
Q3 		$529 Buy
+360
New +$529 ﹤0.01% 1518

Other funds holding UBX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Whittier Trust's UBX Position: Q3 2025 in Review

Whittier Trust sold out of Unity Biotechnology (UBX) in Q3 2025, closing a stake of 360 shares — an estimated $136 sold.

Whittier Trust first reported a position in UBX in Q3 2024 and held it in 4 quarters. The position peaked at $529 in Q3 2024. 6 funds tracked by Wall St. Rank hold UBX as of Q3 2025.

  • Whittier Trust reported no remaining Unity Biotechnology position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 360 Unity Biotechnology shares in Q3 2025, an estimated $136.
  • Whittier Trust first reported a position in Unity Biotechnology in Q3 2024 and held it in 4 quarters.
  • Whittier Trust's Unity Biotechnology position peaked at $529 in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.