SWP
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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
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 – 2414
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

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Charles Schwab
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return