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 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 $20.1B AUM 60.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 $7.6B AUM 23.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Strategic Financial Concepts's UNIT Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Uniti Group (UNIT) in Q1 2026: 103,773 shares worth $973K. The stake represents 0.24% of the portfolio and ranks #99 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in UNIT as recently as Q3 2025.

Strategic Financial Concepts first reported a position in UNIT in Q1 2023 and has held it in 11 quarters since. The position peaked at $996K in Q3 2024. 268 funds tracked by Wall St. Rank hold UNIT as of Q1 2026.

Strategic Financial Concepts held 103,773 shares of Uniti Group worth $973K as of Q1 2026.
Uniti Group was a new Strategic Financial Concepts position in Q1 2026.
Uniti Group made up 0.24% of Strategic Financial Concepts's portfolio in Q1 2026, its #99 holding.
Strategic Financial Concepts first reported a position in Uniti Group in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Uniti Group position peaked at $996K in Q3 2024.
268 funds tracked by Wall St. Rank held Uniti Group as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.