Prospera Financial Services’s Unum UNM Stock Holding History

Prospera Financial 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	$991K	Sell	11,055 -1,656	-13%	-$137K	0.01%	773
2026 Q1	$930K	Sell	12,711 -7,547	-37%	-$563K	0.02%	739
2025 Q4	$1.57M	Sell	20,258 -257	-1%	-$19.7K	0.03%	545
2025 Q3	$1.6M	Buy	20,515 +1,591	+8%	+$119K	0.03%	536
2025 Q2	$1.53M	Buy	18,924 +10,891	+136%	+$860K	0.03%	530
2025 Q1	$654K	Buy	+8,033	New	+$619K	0.02%	689
2023 Q2	–	Sell	-38,996	Closed	-$1.54M	–	1082
2023 Q1	$1.54M	Buy	+38,996	New	+$1.61M	0.06%	309
2022 Q4	–	Sell	-44,213	Closed	-$1.72M	–	954
2022 Q3	$1.72M	Sell	44,213 -872	-2%	-$31.9K	0.09%	258
2022 Q2	$1.53M	Buy	45,085 +44,930	+28,987%	+$1.52M	0.08%	287
2022 Q1	$5K	Buy	+155	New	+$4.33K	﹤0.01%	2283
2020 Q4	–	Sell	-2,035	Closed	-$34K	–	1520
2020 Q3	$34K	Buy	+2,035	New	+$36.2K	0.01%	751
2017 Q1	–	Sell	-5,137	Closed	-$228K	–	419
2016 Q4	$228K	Buy	+5,137	New	+$206K	0.04%	325

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 $3.37T AUM 44.26% 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

Prospera Financial Services's UNM Position: Q2 2026 in Review

Prospera Financial Services reduced its Unum (UNM) stake by 13% in Q2 2026, selling an estimated $137K and leaving 11,055 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #773.

Prospera Financial Services first reported a position in UNM in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.72M in Q3 2022. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Prospera Financial Services held 11,055 shares of Unum worth $991K as of Q2 2026.
Prospera Financial Services sold 1,656 Unum shares in Q2 2026, an estimated $137K.
Unum made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #773 holding.
Prospera Financial Services first reported a position in Unum in Q4 2016 and has held it in 12 quarters since.
Prospera Financial Services's Unum position peaked at $1.72M in Q3 2022.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.