EFG
UNIT

Everhart Financial Group’s Uniti Group UNIT Stock Holding History

Everhart Financial Group’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
Q3 		– Sell
-12,890
Closed -$55.7K – 400
2025
Q2 		$55.7K Sell
12,890
-991
-7% -$4.45K 0.01% 338
2025
Q1 		$70K Sell
13,881
-69
-0.5% -$372 0.01% 327
2024
Q4 		$76.7K Hold
13,950
– – 0.02% 308
2024
Q3 		$78.7K Sell
13,950
-89
-0.6% -$380 0.02% 314
2024
Q2 		$41K Buy
+14,039
New +$58.8K 0.01% 292

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Everhart Financial Group's UNIT Position: Q3 2025 in Review

Everhart Financial Group sold out of Uniti Group (UNIT) in Q3 2025, closing a stake of 12,890 shares — an estimated $55.7K sold.

Everhart Financial Group first reported a position in UNIT in Q2 2024 and held it in 5 quarters. The position peaked at $78.7K in Q3 2024. 259 funds tracked by Wall St. Rank hold UNIT as of Q3 2025.

  • Everhart Financial Group reported no remaining Uniti Group position as of Q3 2025 after selling out during the quarter.
  • Everhart Financial Group sold 12,890 Uniti Group shares in Q3 2025, an estimated $55.7K.
  • Everhart Financial Group first reported a position in Uniti Group in Q2 2024 and held it in 5 quarters.
  • Everhart Financial Group's Uniti Group position peaked at $78.7K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Uniti Group as of Q3 2025.

Based on Everhart Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.