OF
UNIT

Optimize Financial’s Uniti Group UNIT Stock Holding History

Optimize Financial’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 		$163K Sell
14,226
-49
-0.3% -$556 0.06% 291
2026
Q1 		$134K Sell
14,275
-14,457
-50% -$113K 0.07% 296
2025
Q4 		$201K Buy
28,732
+412
+1% +$2.61K 0.1% 315
2025
Q3 		$173K Buy
28,320
+493
+2% +$2.95K 0.09% 320
2025
Q2 		$120K Sell
27,827
-200
-0.7% -$898 0.07% 226
2025
Q1 		$141K Sell
28,027
-251
-0.9% -$1.35K 0.05% 215
2024
Q4 		$156K Buy
+28,278
New +$160K 0.12% 222

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

Optimize Financial's UNIT Position: Q2 2026 in Review

Optimize Financial reduced its Uniti Group (UNIT) stake by 0.34% in Q2 2026, selling an estimated $556 and leaving 14,226 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #291.

Optimize Financial first reported a position in UNIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $201K in Q4 2025. 280 funds tracked by Wall St. Rank hold UNIT as of Q2 2026.

  • Optimize Financial held 14,226 shares of Uniti Group worth $163K as of Q2 2026.
  • Optimize Financial sold 49 Uniti Group shares in Q2 2026, an estimated $556.
  • Uniti Group made up 0.06% of Optimize Financial's portfolio in Q2 2026, its #291 holding.
  • Optimize Financial first reported a position in Uniti Group in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Uniti Group position peaked at $201K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Uniti Group as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.