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
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 0.1% 214
2024
Q4 		$156K Buy
+28,278
New +$160K 0.12% 222

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return