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True Wealth Design’s Uniti Group UNIT Stock Holding History

True Wealth Design’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
Q3 		$998 Buy
119
+92
+341% +$926 ﹤0.01% 1939
2026
Q2 		$310 Sell
27
-19
-41% -$216 ﹤0.01% 2343
2026
Q1 		$432 Buy
46
+23
+100% +$180 ﹤0.01% 2106
2025
Q4 		$162 Buy
+23
New +$146 ﹤0.01% 2266
2025
Q2 		– Sell
-82
Closed -$414 – 2829
2025
Q1 		$414 Buy
+82
New +$443 ﹤0.01% 1625

Other funds holding UNIT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's UNIT Position: Q3 2026 in Review

True Wealth Design increased its Uniti Group (UNIT) stake by 341% in Q3 2026, buying an estimated $926 and bringing the position to 119 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

True Wealth Design first reported a position in UNIT in Q1 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold UNIT as of Q3 2026.

  • True Wealth Design held 119 shares of Uniti Group worth $998 as of Q3 2026.
  • True Wealth Design bought 92 Uniti Group shares in Q3 2026, an estimated $926.
  • Uniti Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1939 holding.
  • True Wealth Design first reported a position in Uniti Group in Q1 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Uniti Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.