GSWM
UNIT

Golden State Wealth Management’s Uniti Group UNIT Stock Holding History

Golden State 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
Q3 		– Sell
-26
Closed -$112 – 1698
2025
Q2 		$112 Hold
26
– – ﹤0.01% 1542
2025
Q1 		$131 Buy
+26
New +$140 ﹤0.01% 1560

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Golden State Wealth Management's UNIT Position: Q3 2025 in Review

Golden State Wealth Management sold out of Uniti Group (UNIT) in Q3 2025, closing a stake of 26 shares — an estimated $112 sold.

Golden State Wealth Management first reported a position in UNIT in Q1 2025 and held it in 2 quarters. The position peaked at $131 in Q1 2025. 259 funds tracked by Wall St. Rank hold UNIT as of Q3 2025.

  • Golden State Wealth Management reported no remaining Uniti Group position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 26 Uniti Group shares in Q3 2025, an estimated $112.
  • Golden State Wealth Management first reported a position in Uniti Group in Q1 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Uniti Group position peaked at $131 in Q1 2025.
  • 259 funds tracked by Wall St. Rank held Uniti Group as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.