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%	310
2022 Q2	$0	Hold	49	–	–	﹤0.01%	531
2022 Q1	$1K	Buy	+49	New	+$620	﹤0.01%	369

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

GoalVest Advisory's UNIT Position: Q2 2026 in Review

GoalVest Advisory held its Uniti Group (UNIT) position steady in Q2 2026 at 29 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #493.

GoalVest Advisory first reported a position in UNIT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1K in Q1 2022. 280 funds tracked by Wall St. Rank hold UNIT as of Q2 2026.

GoalVest Advisory held 29 shares of Uniti Group worth $333 as of Q2 2026.
GoalVest Advisory left its Uniti Group share count unchanged in Q2 2026.
Uniti Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #493 holding.
GoalVest Advisory first reported a position in Uniti Group in Q1 2022 and has held it in 18 quarters since.
GoalVest Advisory's Uniti Group position peaked at $1K in Q1 2022.
280 funds tracked by Wall St. Rank held Uniti Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.