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Wilmington Savings Fund Society’s Unity U Stock Holding History

Wilmington Savings Fund Society’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
2025
Q3 		– Sell
-600
Closed -$14.5K – 2022
2025
Q2 		$14.5K Hold
600
– – ﹤0.01% 1551
2025
Q1 		$11.8K Hold
600
– – ﹤0.01% 1599
2024
Q4 		$13.5K Hold
600
– – ﹤0.01% 1593
2024
Q3 		$13.6K Buy
+600
New +$10.4K ﹤0.01% 1565

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Wilmington Savings Fund Society's U Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Unity (U) in Q3 2025, closing a stake of 600 shares — an estimated $14.5K sold.

Wilmington Savings Fund Society first reported a position in U in Q3 2024 and held it in 4 quarters. The position peaked at $14.5K in Q2 2025. 549 funds tracked by Wall St. Rank hold U as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Unity position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 600 Unity shares in Q3 2025, an estimated $14.5K.
  • Wilmington Savings Fund Society first reported a position in Unity in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Unity position peaked at $14.5K in Q2 2025.
  • 549 funds tracked by Wall St. Rank held Unity as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.