Abound Wealth Management’s Uniti Group UNIT Stock Holding History

Abound Wealth Management’s Portfolio UNIT Stock Details UNIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15	Closed	-$141	–	1572
2026 Q1	$141	Hold	15	–	–	﹤0.01%	1333
2025 Q4	$106	Hold	15	–	–	﹤0.01%	1375
2025 Q3	$92	Sell	15 -10	-40%	-$60	﹤0.01%	1317
2025 Q2	$108	Hold	25	–	–	﹤0.01%	1244
2025 Q1	$126	Sell	25 -10	-29%	-$54	﹤0.01%	1174
2024 Q4	$193	Sell	35 -9	-20%	-$51	﹤0.01%	1087
2024 Q3	$249	Hold	44	–	–	﹤0.01%	1047
2024 Q2	$129	Hold	44	–	–	﹤0.01%	1149
2024 Q1	$260	Hold	44	–	–	﹤0.01%	1192
2023 Q4	$255	Buy	+44	New	+$223	﹤0.01%	1228

Other funds holding UNIT

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return