CAPTRUST Financial Advisors
UNIT

CAPTRUST Financial Advisors’s Uniti Group UNIT Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$116K Buy
12,377
+1,846
+18% +$14.5K ﹤0.01% 2790
2025
Q4 		$73.8K Buy
+10,531
New +$66.7K ﹤0.01% 2643
2025
Q3 		– Sell
-18,052
Closed -$78K – 2721
2025
Q2 		$78K Buy
18,052
+997
+6% +$4.48K ﹤0.01% 2391
2025
Q1 		$86K Buy
17,055
+1,274
+8% +$6.88K ﹤0.01% 2248
2024
Q4 		$86.8K Sell
15,781
-147
-0.9% -$834 ﹤0.01% 2214
2024
Q3 		$89.8K Buy
+15,928
New +$68K ﹤0.01% 2205
2024
Q1 		– Sell
-29,745
Closed -$172K – 2654
2023
Q4 		$172K Buy
29,745
+1,668
+6% +$8.46K ﹤0.01% 2435
2023
Q3 		$133K Buy
28,077
+865
+3% +$4.43K ﹤0.01% 2391
2023
Q2 		$126K Buy
+27,212
New +$102K ﹤0.01% 2353
2022
Q4 		– Sell
-15,498
Closed -$108K – 2190
2022
Q3 		$108K Buy
+15,498
New +$144K ﹤0.01% 1931

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return