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
Q2 		$14.5K Buy
1,263
+167
+15% +$1.9K ﹤0.01% 2672
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 $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

EverSource Wealth Advisors's UNIT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Uniti Group (UNIT) stake by 15% in Q2 2026, buying an estimated $1.9K and bringing the position to 1,263 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

EverSource Wealth Advisors first reported a position in UNIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.2K in Q4 2023. 280 funds tracked by Wall St. Rank hold UNIT as of Q2 2026.

  • EverSource Wealth Advisors held 1,263 shares of Uniti Group worth $14.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 167 Uniti Group shares in Q2 2026, an estimated $1.9K.
  • Uniti Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2672 holding.
  • EverSource Wealth Advisors first reported a position in Uniti Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Uniti Group position peaked at $19.2K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Uniti Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.