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Prosperity Consulting Group’s Unum UNM Stock Holding History

Prosperity Consulting 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
Q1 		$596K Buy
8,157
+128
+2% +$9.55K 0.03% 332
2025
Q4 		$622K Buy
8,029
+114
+1% +$8.72K 0.03% 325
2025
Q3 		$616K Hold
7,915
– – 0.03% 318
2025
Q2 		$639K Sell
7,915
-835
-10% -$66K 0.05% 281
2025
Q1 		$713K Sell
8,750
-1,085
-11% -$83.6K 0.06% 260
2024
Q4 		$718K Buy
9,835
+100
+1% +$6.89K 0.05% 264
2024
Q3 		$579K Buy
+9,735
New +$529K 0.05% 296

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prosperity Consulting Group's UNM Position: Q1 2026 in Review

Prosperity Consulting Group increased its Unum (UNM) stake by 1.6% in Q1 2026, buying an estimated $9.55K and bringing the position to 8,157 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #332.

Prosperity Consulting Group first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $718K in Q4 2024. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Prosperity Consulting Group held 8,157 shares of Unum worth $596K as of Q1 2026.
  • Prosperity Consulting Group bought 128 Unum shares in Q1 2026, an estimated $9.55K.
  • Unum made up 0.03% of Prosperity Consulting Group's portfolio in Q1 2026, its #332 holding.
  • Prosperity Consulting Group first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Consulting Group's Unum position peaked at $718K in Q4 2024.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.