EWA
UNIT

EverSource Wealth Advisors’s Uniti Group UNIT Stock Holding History

EverSource Wealth Advisors’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
Q1 		$10.3K Buy
1,096
+385
+54% +$3.02K ﹤0.01% 2898
2025
Q4 		$4.98K Buy
711
+451
+173% +$2.86K ﹤0.01% 3121
2025
Q3 		$1.59K Sell
260
-1,531
-85% -$9.16K ﹤0.01% 3589
2025
Q2 		$7.74K Buy
1,791
+1,445
+418% +$6.49K ﹤0.01% 2969
2025
Q1 		$1.74K Sell
346
-1,451
-81% -$7.83K ﹤0.01% 2986
2024
Q4 		$9.88K Buy
1,797
+97
+6% +$551 ﹤0.01% 1999
2024
Q3 		$9.59K Hold
1,700
– – ﹤0.01% 1892
2024
Q2 		$6.53K Sell
1,700
-1,616
-49% -$6.77K ﹤0.01% 2101
2024
Q1 		$19.1K Hold
3,316
– – ﹤0.01% 1386
2023
Q4 		$19.2K Hold
3,316
– – ﹤0.01% 1252
2023
Q3 		$15.7K Hold
3,316
– – ﹤0.01% 1223
2023
Q2 		$15.3K Buy
3,316
+719
+28% +$2.7K ﹤0.01% 1252
2023
Q1 		$9.22K Buy
2,597
+2,333
+884% +$12.4K ﹤0.01% 1402
2022
Q4 		$1.46K Sell
264
-139
-34% -$954 ﹤0.01% 2002
2022
Q3 		$3K Buy
403
+84
+26% +$780 ﹤0.01% 1593
2022
Q2 		$3K Sell
319
-161
-34% -$1.86K ﹤0.01% 1443
2022
Q1 		$7K Sell
480
-193
-29% -$2.44K ﹤0.01% 1150
2021
Q4 		$10K Buy
+673
New +$8.96K ﹤0.01% 977

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return