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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
Q2 		$932K Buy
10,425
+2,268
+28% +$188K 0.04% 281
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 $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

Prosperity Consulting Group's UNM Position: Q2 2026 in Review

Prosperity Consulting Group increased its Unum (UNM) stake by 28% in Q2 2026, buying an estimated $188K and bringing the position to 10,425 shares worth $932K. The position accounts for 0.04% of the portfolio, ranked #281.

Prosperity Consulting Group first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Prosperity Consulting Group held 10,425 shares of Unum worth $932K as of Q2 2026.
  • Prosperity Consulting Group bought 2,268 Unum shares in Q2 2026, an estimated $188K.
  • Unum made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #281 holding.
  • Prosperity Consulting Group first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.