VWM
UNIT

Venturi Wealth Management’s Uniti Group UNIT Stock Holding History

Venturi 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
Q1 		– Sell
-1,244
Closed -$6.84K – 1761
2024
Q4 		$6.84K Hold
1,244
– – ﹤0.01% 1554
2024
Q3 		$7.02K Hold
1,244
– – ﹤0.01% 1288
2024
Q2 		$3.63K Hold
1,244
– – ﹤0.01% 1287
2024
Q1 		$7.34K Hold
1,244
– – ﹤0.01% 997
2023
Q4 		$7.19K Hold
1,244
– – ﹤0.01% 945
2023
Q3 		$5.87K Hold
1,244
– – ﹤0.01% 937
2023
Q2 		$5.75K Hold
1,244
– – ﹤0.01% 733
2023
Q1 		$4.42K Buy
+1,244
New +$6.6K ﹤0.01% 854

Other funds holding UNIT

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venturi Wealth Management's UNIT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Uniti Group (UNIT) in Q1 2025, closing a stake of 1,244 shares — an estimated $6.84K sold.

Venturi Wealth Management first reported a position in UNIT in Q1 2023 and held it in 8 quarters. The position peaked at $7.34K in Q1 2024. 334 funds tracked by Wall St. Rank hold UNIT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Uniti Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,244 Uniti Group shares in Q1 2025, an estimated $6.84K.
  • Venturi Wealth Management first reported a position in Uniti Group in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Uniti Group position peaked at $7.34K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Uniti Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.