AWM
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

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

Accurate Wealth Management increased its Unum (UNM) stake by 5.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 6,686 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #316.

Accurate Wealth Management first reported a position in UNM in Q3 2022 and has held it in 14 quarters since. 204 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Accurate Wealth Management held 6,686 shares of Unum worth $585K as of Q2 2026.
  • Accurate Wealth Management bought 347 Unum shares in Q2 2026, an estimated $28.8K.
  • Unum made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Accurate Wealth Management first reported a position in Unum in Q3 2022 and has held it in 14 quarters since.
  • 204 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.