PWMG
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Prestige Wealth Management Group’s Unum UNM Stock Holding History

Prestige Wealth Management Group’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 		$626 Buy
7
+2
+40% +$166 ﹤0.01% 992
2026
Q1 		$366 Buy
+5
New +$373 ﹤0.01% 1005
2023
Q2 		– Sell
-11
Closed -$436 – 1096
2023
Q1 		$436 Hold
11
– – ﹤0.01% 1002
2022
Q4 		$451 Hold
11
– – ﹤0.01% 1075
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1076
2022
Q2 		$0 Sell
11
-2
-15% -$68 ﹤0.01% 1078
2022
Q1 		$0 Sell
13
-3
-19% -$84 ﹤0.01% 1054
2021
Q4 		$0 Hold
16
– – ﹤0.01% 1069
2021
Q3 		$0 Hold
16
– – ﹤0.01% 1057
2021
Q2 		$0 Hold
16
– – ﹤0.01% 1041
2021
Q1 		$0 Hold
16
– – ﹤0.01% 1044
2020
Q4 		$0 Buy
+16
New +$331 ﹤0.01% 1042

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Prestige Wealth Management Group's UNM Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Unum (UNM) stake by 40% in Q2 2026, buying an estimated $166 and bringing the position to 7 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Prestige Wealth Management Group first reported a position in UNM in Q4 2020 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Prestige Wealth Management Group held 7 shares of Unum worth $626 as of Q2 2026.
  • Prestige Wealth Management Group bought 2 Unum shares in Q2 2026, an estimated $166.
  • Unum made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #992 holding.
  • Prestige Wealth Management Group first reported a position in Unum in Q4 2020 and has held it in 12 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.