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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameritas Advisory Services's UNM Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Unum (UNM) stake by 3.1% in Q1 2026, selling an estimated $19K and leaving 7,976 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #530.

Ameritas Advisory Services first reported a position in UNM in Q1 2023 and has held it in 4 quarters since. The position peaked at $638K in Q4 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

Ameritas Advisory Services held 7,976 shares of Unum worth $582K as of Q1 2026.
Ameritas Advisory Services sold 255 Unum shares in Q1 2026, an estimated $19K.
Unum made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #530 holding.
Ameritas Advisory Services first reported a position in Unum in Q1 2023 and has held it in 4 quarters since.
Ameritas Advisory Services's Unum position peaked at $638K in Q4 2025.
692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.