AWM
UNM icon

Able Wealth Management’s Unum UNM Stock Holding History

Able Wealth Management’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 		$214K Buy
+2,395
New +$198K 0.05% 145

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

Able Wealth Management's UNM Position: Q2 2026 in Review

Able Wealth Management opened a new position in Unum (UNM) in Q2 2026: 2,395 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Able Wealth Management held 2,395 shares of Unum worth $214K as of Q2 2026.
  • Unum was a new Able Wealth Management position in Q2 2026.
  • Unum made up 0.05% of Able Wealth Management's portfolio in Q2 2026, its #145 holding.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.