Abacus Wealth Partners’s Unum UNM Stock Holding History

Abacus 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	$228K	Sell	2,554 -6,523	-72%	-$541K	0.02%	293
2026 Q1	$663K	Sell	9,077 -1,662	-15%	-$124K	0.06%	163
2025 Q4	$832K	Buy	+10,739	New	+$821K	0.08%	124

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

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

Abacus Wealth Partners reduced its Unum (UNM) stake by 72% in Q2 2026, selling an estimated $541K and leaving 2,554 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #293.

Abacus Wealth Partners first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $832K in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Abacus Wealth Partners held 2,554 shares of Unum worth $228K as of Q2 2026.
Abacus Wealth Partners sold 6,523 Unum shares in Q2 2026, an estimated $541K.
Unum made up 0.02% of Abacus Wealth Partners's portfolio in Q2 2026, its #293 holding.
Abacus Wealth Partners first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
Abacus Wealth Partners's Unum position peaked at $832K in Q4 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.