Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-7
Closed -$315 528
2025
Q4
$315 Sell
7
-6
-46% -$245 ﹤0.01% 515
2025
Q3
$533 Buy
+13
New +$482 ﹤0.01% 463
2025
Q2
Sell
-7
Closed -$126 643
2025
Q1
$126 Buy
7
+2
+40% +$45 ﹤0.01% 618
2024
Q4
$95 Buy
+5
New +$111 ﹤0.01% 615

Other funds holding U

Winnow Wealth's U Position: Q1 2026 in Review

Winnow Wealth sold out of Unity (U) in Q1 2026, closing a stake of 7 shares — an estimated $315 sold.

Winnow Wealth first reported a position in U in Q4 2024 and held it in 4 quarters. The position peaked at $533 in Q3 2025. 526 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Winnow Wealth reported no remaining Unity position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 7 Unity shares in Q1 2026, an estimated $315.
  • Winnow Wealth first reported a position in Unity in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Unity position peaked at $533 in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.