SWM
UNIT

Spire Wealth Management’s Uniti Group UNIT Stock Holding History

Spire 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
-1,323
Closed -$5.72K – 2490
2025
Q2 		$5.72K Buy
1,323
+191
+17% +$858 ﹤0.01% 1907
2025
Q1 		$5.71K Hold
1,132
– – ﹤0.01% 2019
2024
Q4 		$6.23K Hold
1,132
– – ﹤0.01% 1986
2024
Q3 		$6.39K Hold
1,132
– – ﹤0.01% 1761
2024
Q2 		$3.31K Buy
1,132
+54
+5% +$226 ﹤0.01% 1916
2024
Q1 		$6.36K Hold
1,078
– – ﹤0.01% 1870
2023
Q4 		$5.88K Sell
1,078
-42
-4% -$213 ﹤0.01% 1912
2023
Q3 		$5.29K Buy
1,120
+76
+7% +$389 ﹤0.01% 1929
2023
Q2 		$4.82K Buy
1,044
+46
+5% +$173 ﹤0.01% 2014
2023
Q1 		$3.54K Buy
998
+775
+348% +$4.11K ﹤0.01% 2118
2022
Q4 		$1K Hold
223
– – ﹤0.01% 2261
2022
Q3 		$2K Sell
223
-1,364
-86% -$12.7K ﹤0.01% 2003
2022
Q2 		$15K Buy
1,587
+29
+2% +$335 ﹤0.01% 1783
2022
Q1 		$21K Sell
1,558
-2,554
-62% -$32.3K ﹤0.01% 1794
2021
Q4 		$58K Buy
4,112
+2,166
+111% +$28.9K ﹤0.01% 1649
2021
Q3 		$24K Buy
1,946
+7
+0.4% +$85 ﹤0.01% 1788
2021
Q2 		$21K Sell
1,939
-2,553
-57% -$27.7K ﹤0.01% 1855
2021
Q1 		$50K Buy
+4,492
New +$54.2K ﹤0.01% 1725

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

Spire Wealth Management's UNIT Position: Q3 2025 in Review

Spire Wealth Management sold out of Uniti Group (UNIT) in Q3 2025, closing a stake of 1,323 shares — an estimated $5.72K sold.

Spire Wealth Management first reported a position in UNIT in Q1 2021 and held it in 18 quarters. The position peaked at $58K in Q4 2021. 259 funds tracked by Wall St. Rank hold UNIT as of Q3 2025.

  • Spire Wealth Management reported no remaining Uniti Group position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,323 Uniti Group shares in Q3 2025, an estimated $5.72K.
  • Spire Wealth Management first reported a position in Uniti Group in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Uniti Group position peaked at $58K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Uniti Group as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.