Unique Wealth Strategies’s Aflac AFL Stock Holding History

Unique Wealth Strategies’s Portfolio AFL Stock Details AFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-51	Closed	-$4.38K	–	214
2024 Q2	$4.38K	Buy	+51	New	+$4.38K	﹤0.01%	400

Other funds holding AFL

JPH

Japan Post Holdings Tokyo, Japan $5.97B AUM 11.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Unique Wealth Strategies's AFL Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Aflac (AFL) in Q3 2024, closing a stake of 51 shares — an estimated $4.38K sold.

Unique Wealth Strategies first reported a position in AFL in Q2 2024 and held it in 1 quarter. The position peaked at $4.38K in Q2 2024. 1,550 funds tracked by Wall St. Rank hold AFL as of Q3 2024.

Unique Wealth Strategies reported no remaining Aflac position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 51 Aflac shares in Q3 2024, an estimated $4.38K.
Unique Wealth Strategies first reported a position in Aflac in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Aflac position peaked at $4.38K in Q2 2024.
1,550 funds tracked by Wall St. Rank held Aflac as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.