Action Point Financial Planning’s Unum UNM Stock Holding History

Action Point Financial Planning’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	$15.2K	Buy	+174	New	+$14.4K	﹤0.01%	1259

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

Action Point Financial Planning's UNM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Unum (UNM) in Q2 2026: 174 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings.

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

Action Point Financial Planning held 174 shares of Unum worth $15.2K as of Q2 2026.
Unum was a new Action Point Financial Planning position in Q2 2026.
Unum made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1259 holding.
758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.