Stratos Wealth Partners’s Unum UNM Stock Holding History

Stratos Wealth Partners’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	$201K	Buy	+2,251	New	+$187K	﹤0.01%	1621
2025 Q3	–	Sell	-4,161	Closed	-$336K	–	1596
2025 Q2	$336K	Buy	4,161 +359	+9%	+$28.4K	﹤0.01%	1095
2025 Q1	$310K	Buy	3,802 +838	+28%	+$64.6K	﹤0.01%	1077
2024 Q4	$216K	Buy	+2,964	New	+$204K	﹤0.01%	1314
2023 Q4	–	Sell	-4,144	Closed	-$204K	–	1425
2023 Q3	$204K	Buy	+4,144	New	+$203K	﹤0.01%	1167
2023 Q2	–	Sell	-5,355	Closed	-$212K	–	1232
2023 Q1	$212K	Buy	+5,355	New	+$221K	0.01%	1023
2018 Q4	–	Sell	-2,995	Closed	-$117K	–	2413
2018 Q3	$117K	Buy	+2,995	New	+$112K	0.01%	1056
2018 Q2	–	Sell	-4,040	Closed	-$192K	–	2494
2018 Q1	$192K	Sell	4,040 -472	-10%	-$24.7K	0.01%	921
2017 Q4	$248K	Buy	4,512 +496	+12%	+$26.6K	0.01%	778
2017 Q3	$205K	Buy	+4,016	New	+$196K	0.01%	848

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

Stratos Wealth Partners's UNM Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in Unum (UNM) in Q2 2026: 2,251 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in UNM as recently as Q2 2025.

Stratos Wealth Partners first reported a position in UNM in Q3 2017 and has held it in 10 quarters since. The position peaked at $336K in Q2 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Stratos Wealth Partners held 2,251 shares of Unum worth $201K as of Q2 2026.
Unum was a new Stratos Wealth Partners position in Q2 2026.
Unum made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1621 holding.
Stratos Wealth Partners first reported a position in Unum in Q3 2017 and has held it in 10 quarters since.
Stratos Wealth Partners's Unum position peaked at $336K in Q2 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.