Evermay Wealth Management’s Uniti Group UNIT Stock Holding History

Evermay Wealth Management’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	-11	Closed	-$68	–	591
2025 Q3	$68	Sell	11 -8	-42%	-$48	﹤0.01%	549
2025 Q2	$83	Sell	19 -52	-73%	-$233	﹤0.01%	561
2025 Q1	$358	Hold	71	–	–	﹤0.01%	550
2024 Q4	$391	Hold	71	–	–	﹤0.01%	542
2024 Q3	$401	Hold	71	–	–	﹤0.01%	570
2024 Q2	$208	Hold	71	–	–	﹤0.01%	587
2024 Q1	$419	Hold	71	–	–	﹤0.01%	580
2023 Q4	$411	Hold	71	–	–	﹤0.01%	583
2023 Q3	$336	Hold	71	–	–	﹤0.01%	544
2023 Q2	$329	Hold	71	–	–	﹤0.01%	534
2023 Q1	$253	Hold	71	–	–	﹤0.01%	518
2022 Q4	$393	Hold	71	–	–	﹤0.01%	532
2022 Q3	$0	Hold	71	–	–	﹤0.01%	560
2022 Q2	$1K	Hold	71	–	–	﹤0.01%	502
2022 Q1	$1K	Hold	71	–	–	﹤0.01%	511
2021 Q4	$1K	Hold	71	–	–	﹤0.01%	498
2021 Q3	$1K	Hold	71	–	–	﹤0.01%	442
2021 Q2	$1K	Buy	+71	New	+$770	﹤0.01%	495

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

Evermay Wealth Management's UNIT Position: Q4 2025 in Review

Evermay Wealth Management sold out of Uniti Group (UNIT) in Q4 2025, closing a stake of 11 shares — an estimated $68 sold.

Evermay Wealth Management first reported a position in UNIT in Q2 2021 and held it in 18 quarters. The position peaked at $1K in Q2 2022. 255 funds tracked by Wall St. Rank hold UNIT as of Q4 2025.

Evermay Wealth Management reported no remaining Uniti Group position as of Q4 2025 after selling out during the quarter.
Evermay Wealth Management sold 11 Uniti Group shares in Q4 2025, an estimated $68.
Evermay Wealth Management first reported a position in Uniti Group in Q2 2021 and held it in 18 quarters.
Evermay Wealth Management's Uniti Group position peaked at $1K in Q2 2022.
255 funds tracked by Wall St. Rank held Uniti Group as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.