Creative Planning
UNIT

Creative Planning’s Uniti Group UNIT Stock Holding History

Creative Planning’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 		$246K Buy
21,463
+4,004
+23% +$45.4K ﹤0.01% 3732
2026
Q1 		$164K Buy
17,459
+1,755
+11% +$13.8K ﹤0.01% 3796
2025
Q4 		$110K Sell
15,704
-196
-1% -$1.24K ﹤0.01% 3696
2025
Q3 		$97.3K Sell
15,900
-19,868
-56% -$119K ﹤0.01% 3675
2025
Q2 		$155K Sell
35,768
-15,176
-30% -$68.1K ﹤0.01% 3319
2025
Q1 		$257K Sell
50,944
-1,888
-4% -$10.2K ﹤0.01% 2882
2024
Q4 		$291K Buy
52,832
+4,140
+9% +$23.5K ﹤0.01% 2690
2024
Q3 		$275K Sell
48,692
-28
-0.1% -$120 ﹤0.01% 2587
2024
Q2 		$142K Sell
48,720
-34,950
-42% -$146K ﹤0.01% 2768
2024
Q1 		$494K Buy
83,670
+4,768
+6% +$27.3K ﹤0.01% 1858
2023
Q4 		$456K Buy
78,902
+13,082
+20% +$66.3K ﹤0.01% 1773
2023
Q3 		$311K Buy
65,820
+3,947
+6% +$20.2K ﹤0.01% 1916
2023
Q2 		$286K Buy
61,873
+42,049
+212% +$158K ﹤0.01% 1943
2023
Q1 		$70.4K Buy
19,824
+19,557
+7,325% +$104K ﹤0.01% 2300
2022
Q4 		$1.48K Buy
+267
New +$1.83K ﹤0.01% 2439
2018
Q1 		– Sell
-10,575
Closed -$188K – 2126
2017
Q4 		$188K Buy
+10,575
New +$174K ﹤0.01% 1625
2017
Q3 		– Sell
-12,425
Closed -$312K – 3614
2017
Q2 		$312K Buy
12,425
+1,161
+10% +$30.1K ﹤0.01% 1273
2017
Q1 		$292K Sell
11,264
-527
-4% -$14K ﹤0.01% 1280
2016
Q4 		$299K Buy
11,791
+2,184
+23% +$58.8K ﹤0.01% 1191
2016
Q3 		$302K Buy
9,607
+2,386
+33% +$73.2K ﹤0.01% 1180
2016
Q2 		$209K Buy
7,221
+737
+11% +$18.3K ﹤0.01% 1234
2016
Q1 		$144K Sell
6,484
-1,019
-14% -$19.7K ﹤0.01% 1405
2015
Q4 		$140K Sell
7,503
-746
-9% -$14.4K ﹤0.01% 1430
2015
Q3 		$148K Buy
+8,249
New +$177K ﹤0.01% 1356

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's UNIT Position: Q2 2026 in Review

Creative Planning increased its Uniti Group (UNIT) stake by 23% in Q2 2026, buying an estimated $45.4K and bringing the position to 21,463 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

Creative Planning first reported a position in UNIT in Q3 2015 and has held it in 24 quarters since. The position peaked at $494K in Q1 2024. 280 funds tracked by Wall St. Rank hold UNIT as of Q2 2026.

  • Creative Planning held 21,463 shares of Uniti Group worth $246K as of Q2 2026.
  • Creative Planning bought 4,004 Uniti Group shares in Q2 2026, an estimated $45.4K.
  • Uniti Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3732 holding.
  • Creative Planning first reported a position in Uniti Group in Q3 2015 and has held it in 24 quarters since.
  • Creative Planning's Uniti Group position peaked at $494K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Uniti Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.