PWPS
UNIT

Pinnacle Wealth Planning Services’s Uniti Group UNIT Stock Holding History

Pinnacle Wealth Planning Services’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 		$29.5K Buy
2,568
+98
+4% +$1.11K ﹤0.01% 1601
2026
Q1 		$23.2K Buy
2,470
+2,110
+586% +$16.5K ﹤0.01% 1620
2025
Q4 		$2.52K Buy
+360
New +$2.28K ﹤0.01% 2433
2024
Q2 		– Sell
-24,184
Closed -$143K – 549
2024
Q1 		$143K Hold
24,184
– – 0.02% 459
2023
Q4 		$140K Hold
24,184
– – 0.02% 437
2023
Q3 		$114K Hold
24,184
– – 0.02% 405
2023
Q2 		$112K Buy
24,184
+336
+1% +$1.26K 0.02% 426
2023
Q1 		$84.7K Buy
+23,848
New +$126K 0.01% 445
2021
Q1 		– Sell
-661
Closed -$8K – 1854
2020
Q4 		$8K Buy
+661
New +$6.88K ﹤0.01% 1486

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

Pinnacle Wealth Planning Services's UNIT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Uniti Group (UNIT) stake by 4% in Q2 2026, buying an estimated $1.11K and bringing the position to 2,568 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Pinnacle Wealth Planning Services first reported a position in UNIT in Q4 2020 and has held it in 9 quarters since. The position peaked at $143K in Q1 2024. 281 funds tracked by Wall St. Rank hold UNIT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,568 shares of Uniti Group worth $29.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 98 Uniti Group shares in Q2 2026, an estimated $1.11K.
  • Uniti Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1601 holding.
  • Pinnacle Wealth Planning Services first reported a position in Uniti Group in Q4 2020 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's Uniti Group position peaked at $143K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held Uniti Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.