AWM
UNM icon

Activest Wealth Management’s Unum UNM Stock Holding History

Activest 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 		$179 Buy
+2
New +$166 ﹤0.01% 1179
2025
Q2 		– Sell
-1
Closed -$79 – 1192
2025
Q1 		$81 Hold
1
– – ﹤0.01% 978
2024
Q4 		$73 Buy
+1
New +$69 ﹤0.01% 720

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
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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Unum (UNM) in Q2 2026: 2 shares worth $179. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in UNM as recently as Q1 2025.

Activest Wealth Management first reported a position in UNM in Q4 2024 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Activest Wealth Management held 2 shares of Unum worth $179 as of Q2 2026.
  • Unum was a new Activest Wealth Management position in Q2 2026.
  • Unum made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1179 holding.
  • Activest Wealth Management first reported a position in Unum in Q4 2024 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.