AWA
UNM icon

Aaron Wealth Advisors’s Unum UNM Stock Holding History

Aaron Wealth Advisors’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 		$712K Buy
7,963
+2,238
+39% +$185K 0.04% 334
2026
Q1 		$418K Sell
5,725
-5,017
-47% -$374K 0.02% 437
2025
Q4 		$833K Buy
10,742
+1,842
+21% +$141K 0.05% 289
2025
Q3 		$692K Buy
8,900
+6,003
+207% +$450K 0.04% 324
2025
Q2 		$234K Sell
2,897
-115
-4% -$9.08K 0.02% 426
2025
Q1 		$245K Buy
+3,012
New +$232K 0.03% 384
2022
Q2 		– Sell
-11,973
Closed -$380K – 811
2022
Q1 		$380K Buy
+11,973
New +$335K 0.01% 595

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

Aaron Wealth Advisors's UNM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Unum (UNM) stake by 39% in Q2 2026, buying an estimated $185K and bringing the position to 7,963 shares worth $712K. The position accounts for 0.04% of the portfolio, ranked #334.

Aaron Wealth Advisors first reported a position in UNM in Q1 2022 and has held it in 7 quarters since. The position peaked at $833K in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Aaron Wealth Advisors held 7,963 shares of Unum worth $712K as of Q2 2026.
  • Aaron Wealth Advisors bought 2,238 Unum shares in Q2 2026, an estimated $185K.
  • Unum made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #334 holding.
  • Aaron Wealth Advisors first reported a position in Unum in Q1 2022 and has held it in 7 quarters since.
  • Aaron Wealth Advisors's Unum position peaked at $833K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.