Accurate Wealth Management
UNM icon

Accurate Wealth Management’s Unum UNM Stock Holding History

Accurate 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
Q3 		$864K Buy
9,389
+2,703
+40% +$245K 0.07% 253
2026
Q2 		$585K Buy
6,686
+347
+5% +$28.8K 0.06% 316
2026
Q1 		$486K Buy
6,339
+3,207
+102% +$239K 0.06% 326
2025
Q4 		$251K Buy
+3,132
New +$240K 0.03% 440
2025
Q2 		– Sell
-2,731
Closed -$206K – 458
2025
Q1 		$206K Sell
2,731
-2,553
-48% -$197K 0.04% 366
2024
Q4 		$379K Sell
5,284
-350
-6% -$24.1K 0.07% 246
2024
Q3 		$356K Sell
5,634
-644
-10% -$35K 0.07% 261
2024
Q2 		$332K Sell
6,278
-291
-4% -$15.1K 0.08% 224
2024
Q1 		$337K Sell
6,569
-2,205
-25% -$108K 0.1% 193
2023
Q4 		$397K Sell
8,774
-2,428
-22% -$111K 0.12% 166
2023
Q3 		$579K Buy
11,202
+63
+0.6% +$3.08K 0.18% 124
2023
Q2 		$527K Sell
11,139
-518
-4% -$22.6K 0.16% 128
2023
Q1 		$458K Buy
11,657
+2,799
+32% +$116K 0.16% 142
2022
Q4 		$363K Buy
8,858
+2,095
+31% +$87.8K 0.13% 136
2022
Q3 		$288K Buy
+6,763
New +$247K 0.12% 139

Other funds holding UNM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Accurate Wealth Management's UNM Position: Q3 2026 in Review

Accurate Wealth Management increased its Unum (UNM) stake by 40% in Q3 2026, buying an estimated $245K and bringing the position to 9,389 shares worth $864K. The position accounts for 0.07% of the portfolio, ranked #253.

Accurate Wealth Management first reported a position in UNM in Q3 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Accurate Wealth Management held 9,389 shares of Unum worth $864K as of Q3 2026.
  • Accurate Wealth Management bought 2,703 Unum shares in Q3 2026, an estimated $245K.
  • Unum made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Accurate Wealth Management first reported a position in Unum in Q3 2022 and has held it in 15 quarters since.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.