MorganRosel Wealth Management’s Aflac AFL Stock Holding History

MorganRosel Wealth Management’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-55	Closed	-$5.8K	–	115
2025 Q2	$5.8K	Hold	55	–	–	﹤0.01%	280
2025 Q1	$6.12K	Buy	+55	New	+$5.83K	﹤0.01%	266
2023 Q3	–	Sell	-11,698	Closed	-$817K	–	97
2023 Q2	$817K	Sell	11,698 -1,569	-12%	-$105K	0.33%	57
2023 Q1	$856K	Buy	+13,267	New	+$908K	0.37%	55
2020 Q1	–	Sell	-13,599	Closed	-$719K	–	66
2019 Q4	$719K	Sell	13,599 -465	-3%	-$24.7K	0.55%	39
2019 Q3	$736K	Sell	14,064 -782	-5%	-$41.3K	0.6%	36
2019 Q2	$814K	Sell	14,846 -527	-3%	-$27.2K	0.67%	34
2019 Q1	$769K	Buy	+15,373	New	+$741K	0.65%	36

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

MorganRosel Wealth Management's AFL Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Aflac (AFL) in Q3 2025, closing a stake of 55 shares — an estimated $5.8K sold.

MorganRosel Wealth Management first reported a position in AFL in Q1 2019 and held it in 8 quarters. The position peaked at $856K in Q1 2023. 1,624 funds tracked by Wall St. Rank hold AFL as of Q3 2025.

MorganRosel Wealth Management reported no remaining Aflac position as of Q3 2025 after selling out during the quarter.
MorganRosel Wealth Management sold 55 Aflac shares in Q3 2025, an estimated $5.8K.
MorganRosel Wealth Management first reported a position in Aflac in Q1 2019 and held it in 8 quarters.
MorganRosel Wealth Management's Aflac position peaked at $856K in Q1 2023.
1,624 funds tracked by Wall St. Rank held Aflac as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.