SFC
UNIT

Strategic Financial Concepts’s Uniti Group UNIT Stock Holding History

Strategic Financial Concepts’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 		– Sell
-103,773
Closed -$973K – 321
2026
Q1 		$973K Buy
+103,773
New +$813K 0.24% 99
2025
Q4 		– Sell
-103,773
Closed -$635K – 290
2025
Q3 		$635K Sell
103,773
-72,696
-41% -$435K 0.09% 116
2025
Q2 		$762K Hold
176,469
– – 0.11% 110
2025
Q1 		$889K Sell
176,469
-72
-0% -$389 0.17% 131
2024
Q4 		$971K Hold
176,541
– – 0.19% 123
2024
Q3 		$996K Sell
176,541
-476,662
-73% -$2.04M 0.32% 68
2024
Q2 		$177K Buy
653,203
+508,699
+352% +$2.13M 0.1% 133
2024
Q1 		$853K Buy
+144,504
New +$826K 0.21% 115
2023
Q4 		– Sell
-142,543
Closed -$673K – 258
2023
Q3 		$673K Buy
142,543
+859
+0.6% +$4.4K 0.23% 107
2023
Q2 		$655K Buy
141,684
+66,484
+88% +$250K 0.24% 99
2023
Q1 		$267K Buy
+75,200
New +$399K 0.11% 167

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

Strategic Financial Concepts's UNIT Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Uniti Group (UNIT) in Q2 2026, closing a stake of 103,773 shares — an estimated $973K sold.

Strategic Financial Concepts first reported a position in UNIT in Q1 2023 and held it in 11 quarters. The position peaked at $996K in Q3 2024. 281 funds tracked by Wall St. Rank hold UNIT as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Uniti Group position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 103,773 Uniti Group shares in Q2 2026, an estimated $973K.
  • Strategic Financial Concepts first reported a position in Uniti Group in Q1 2023 and held it in 11 quarters.
  • Strategic Financial Concepts's Uniti Group position peaked at $996K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Uniti Group as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.