GoalVest Advisory’s Uniti Group UNIT Stock Holding History

GoalVest Advisory’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	$333	Hold	29	–	–	﹤0.01%	493
2026 Q1	$272	Hold	29	–	–	﹤0.01%	440
2025 Q4	$203	Hold	29	–	–	﹤0.01%	510
2025 Q3	$177	Sell	29 -20	-41%	-$120	﹤0.01%	399
2025 Q2	$212	Hold	49	–	–	﹤0.01%	354
2025 Q1	$247	Hold	49	–	–	﹤0.01%	426
2024 Q4	$270	Hold	49	–	–	﹤0.01%	372
2024 Q3	$276	Hold	49	–	–	﹤0.01%	366
2024 Q2	$143	Hold	49	–	–	﹤0.01%	312
2024 Q1	$289	Hold	49	–	–	﹤0.01%	400
2023 Q4	$283	Hold	49	–	–	﹤0.01%	358
2023 Q3	$231	Hold	49	–	–	﹤0.01%	469
2023 Q2	$226	Hold	49	–	–	﹤0.01%	360
2023 Q1	$174	Hold	49	–	–	﹤0.01%	247
2022 Q4	$271	Hold	49	–	–	﹤0.01%	239
2022 Q3	$0	Hold	49	–	–	﹤0.01%	315
2022 Q2	$0	Hold	49	–	–	﹤0.01%	538
2022 Q1	$1K	Buy	+49	New	+$620	﹤0.01%	369

Other funds holding UNIT

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return