Clearstead Trust’s Uniti Group UNIT Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-51	Closed	-$313	–	1525
2025 Q3	$313	Sell	51 -35	-41%	-$209	﹤0.01%	1453
2025 Q2	$372	Buy	+86	New	+$386	﹤0.01%	1384
2023 Q4	–	Sell	-9,480	Closed	-$44.7K	–	471
2023 Q3	$44.7K	Hold	9,480	–	–	0.01%	228
2023 Q2	$33.7K	Hold	9,480	–	–	0.01%	233
2023 Q1	$33.7K	Hold	9,480	–	–	0.01%	236
2022 Q4	$52K	Hold	9,480	–	–	0.02%	228
2022 Q3	$66K	Hold	9,480	–	–	0.02%	199
2022 Q2	$89K	Sell	9,480 -3,960	-29%	-$45.8K	0.07%	107
2022 Q1	$185K	Sell	13,440 -1,880	-12%	-$23.8K	0.12%	89
2021 Q4	$215K	Hold	15,320	–	–	0.13%	88
2021 Q3	$190K	Hold	15,320	–	–	0.12%	92
2021 Q2	$162K	Hold	15,320	–	–	0.11%	96
2021 Q1	$169K	Hold	15,320	–	–	0.13%	86
2020 Q4	$180K	Hold	15,320	–	–	0.11%	101
2020 Q3	$161K	Hold	15,320	–	–	0.13%	92
2020 Q2	$143K	Hold	15,320	–	–	0.12%	94
2020 Q1	$92K	Buy	+15,320	New	+$120K	0.08%	106

Other funds holding UNIT

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Clearstead Trust's UNIT Position: Q4 2025 in Review

Clearstead Trust sold out of Uniti Group (UNIT) in Q4 2025, closing a stake of 51 shares — an estimated $313 sold.

Clearstead Trust first reported a position in UNIT in Q1 2020 and held it in 17 quarters. The position peaked at $215K in Q4 2021. 255 funds tracked by Wall St. Rank hold UNIT as of Q4 2025.

Clearstead Trust reported no remaining Uniti Group position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 51 Uniti Group shares in Q4 2025, an estimated $313.
Clearstead Trust first reported a position in Uniti Group in Q1 2020 and held it in 17 quarters.
Clearstead Trust's Uniti Group position peaked at $215K in Q4 2021.
255 funds tracked by Wall St. Rank held Uniti Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.