Ameritas Advisory Services’s Unum UNM Stock Holding History

Ameritas Advisory Services’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31K	Sell	26 -7,950	-100%	-$659K	﹤0.01%	1676
2026 Q1	$582K	Sell	7,976 -255	-3%	-$19K	0.02%	530
2025 Q4	$638K	Buy	+8,231	New	+$629K	0.02%	484
2025 Q3	–	Sell	-27	Closed	-$2.2K	–	2890
2025 Q2	$2.2K	Buy	+27	New	+$2.13K	﹤0.01%	2459
2023 Q2	–	Sell	-310	Closed	-$12.2K	–	2404
2023 Q1	$12.2K	Buy	+310	New	+$12.8K	﹤0.01%	1821

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ameritas Advisory Services's UNM Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Unum (UNM) stake by 100% in Q2 2026, selling an estimated $659K and leaving 26 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Ameritas Advisory Services first reported a position in UNM in Q1 2023 and has held it in 5 quarters since. The position peaked at $638K in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Ameritas Advisory Services held 26 shares of Unum worth $2.31K as of Q2 2026.
Ameritas Advisory Services sold 7,950 Unum shares in Q2 2026, an estimated $659K.
Unum made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1676 holding.
Ameritas Advisory Services first reported a position in Unum in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's Unum position peaked at $638K in Q4 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.