Carson Wealth (CWM LLC)’s Uniti Group UNIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $161K | Buy |
17,192
+3,088
| +22% | +$24.2K | ﹤0.01% | 2906 |
|
|
2025
Q4 | $99K | Buy |
14,104
+3,849
| +38% | +$24.4K | ﹤0.01% | 3074 |
|
|
2025
Q3 | $63K | Sell |
10,255
-32,675
| -76% | -$196K | ﹤0.01% | 3339 |
|
|
2025
Q2 | $185K | Buy |
42,930
+6,359
| +17% | +$28.6K | ﹤0.01% | 2242 |
|
|
2025
Q1 | $184K | Buy |
36,571
+7,356
| +25% | +$39.7K | ﹤0.01% | 1979 |
|
|
2024
Q4 | $161K | Buy |
29,215
+75
| +0.3% | +$426 | ﹤0.01% | 1972 |
|
|
2024
Q3 | $164K | Sell |
29,140
-2,089
| -7% | -$8.92K | ﹤0.01% | 1870 |
|
|
2024
Q2 | $91K | Buy |
31,229
+11,255
| +56% | +$47.2K | ﹤0.01% | 2029 |
|
|
2024
Q1 | $118K | Sell |
19,974
-4,593
| -19% | -$26.3K | ﹤0.01% | 1782 |
|
|
2023
Q4 | $142K | Sell |
24,567
-1,202
| -5% | -$6.09K | ﹤0.01% | 1575 |
|
|
2023
Q3 | $122K | Sell |
25,769
-1
| -0% | -$5 | ﹤0.01% | 1531 |
|
|
2023
Q2 | $119K | Buy |
25,770
+16,049
| +165% | +$60.3K | ﹤0.01% | 1484 |
|
|
2023
Q1 | $35K | Sell |
9,721
-3,057
| -24% | -$16.2K | ﹤0.01% | 2120 |
|
|
2022
Q4 | $71K | Buy |
12,778
+10,636
| +497% | +$73K | ﹤0.01% | 1534 |
|
|
2022
Q3 | $15K | Buy |
2,142
+659
| +44% | +$6.12K | ﹤0.01% | 2436 |
|
|
2022
Q2 | $14K | Buy |
1,483
+72
| +5% | +$832 | ﹤0.01% | 2390 |
|
|
2022
Q1 | $19K | Buy |
1,411
+142
| +11% | +$1.8K | ﹤0.01% | 2115 |
|
|
2021
Q4 | $18K | Buy |
+1,269
| New | +$16.9K | ﹤0.01% | 2058 |
|
|
2021
Q2 | $5K | Hold |
477
| – | – | ﹤0.01% | 2384 |
|
|
2021
Q1 | $5K | Hold |
477
| – | – | ﹤0.01% | 2384 |
|
|
2020
Q4 | $5K | Hold |
477
| – | – | ﹤0.01% | 2384 |
|
|
2020
Q3 | $5K | Hold |
477
| – | – | ﹤0.01% | 2384 |
|
|
2020
Q2 | $5K | Hold |
477
| – | – | ﹤0.01% | 2381 |
|
|
2020
Q1 | $5K | Hold |
477
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q4 | $5K | Hold |
477
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q3 | $5K | Hold |
477
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q2 | $5K | Hold |
477
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q1 | $5K | Buy |
+477
| New | +$6.98K | ﹤0.01% | 2380 |
|
|
2018
Q4 | – | Sell |
-147
| Closed | -$3K | – | 2251 |
|
|
2018
Q3 | $3K | Buy |
+147
| New | +$2.91K | ﹤0.01% | 1480 |
|
|
2017
Q4 | – | Sell |
-140
| Closed | -$2K | – | 1587 |
|
|
2017
Q3 | $2K | Buy |
+140
| New | +$2.96K | ﹤0.01% | 1315 |
|
|
2016
Q3 | – | Sell |
-24
| Closed | -$1K | – | 1068 |
|
|
2016
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 765 |
|
|
2016
Q1 | $1K | Buy |
+24
| New | +$464 | ﹤0.01% | 721 |
|
|
2015
Q4 | – | Sell |
-24
| Closed | – | – | 755 |
|
|
2015
Q3 | $0 | Buy |
+24
| New | +$515 | ﹤0.01% | 658 |
|
Other funds holding UNIT
EIM
AMH
BCL
DCP
Carson Wealth (CWM LLC)'s UNIT Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Uniti Group (UNIT) stake by 22% in Q1 2026, buying an estimated $24.2K and bringing the position to 17,192 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2906.
Carson Wealth (CWM LLC) first reported a position in UNIT in Q3 2015 and has held it in 33 quarters since. The position peaked at $185K in Q2 2025. 269 funds tracked by Wall St. Rank hold UNIT as of Q1 2026.
- Carson Wealth (CWM LLC) held 17,192 shares of Uniti Group worth $161K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 3,088 Uniti Group shares in Q1 2026, an estimated $24.2K.
- Uniti Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2906 holding.
- Carson Wealth (CWM LLC) first reported a position in Uniti Group in Q3 2015 and has held it in 33 quarters since.
- Carson Wealth (CWM LLC)'s Uniti Group position peaked at $185K in Q2 2025.
- 269 funds tracked by Wall St. Rank held Uniti Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.