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Essential Partners’s Uniti Group UNIT Stock Holding History

Essential Partners’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
Q3 		$4.94K Sell
589
-88
-13% -$886 ﹤0.01% 1517
2026
Q2 		$7.76K Buy
677
+221
+48% +$2.51K ﹤0.01% 1330
2026
Q1 		$4.28K Buy
456
+97
+27% +$760 ﹤0.01% 1654
2025
Q4 		$2.52K Buy
359
+341
+1,894% +$2.16K ﹤0.01% 1725
2025
Q3 		$110 Sell
18
-677
-97% -$4.05K ﹤0.01% 2485
2025
Q2 		$3K Buy
+695
New +$3.12K ﹤0.01% 1205

Other funds holding UNIT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's UNIT Position: Q3 2026 in Review

Essential Partners reduced its Uniti Group (UNIT) stake by 13% in Q3 2026, selling an estimated $886 and leaving 589 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Essential Partners first reported a position in UNIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.76K in Q2 2026. 13 funds tracked by Wall St. Rank hold UNIT as of Q3 2026.

  • Essential Partners held 589 shares of Uniti Group worth $4.94K as of Q3 2026.
  • Essential Partners sold 88 Uniti Group shares in Q3 2026, an estimated $886.
  • Uniti Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1517 holding.
  • Essential Partners first reported a position in Uniti Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Uniti Group position peaked at $7.76K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Uniti Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.