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Advisor OS’s Unum UNM Stock Holding History

Advisor OS’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 		$271K Buy
3,032
+18
+0.6% +$1.49K 0.02% 475
2026
Q1 		$220K Buy
3,014
+87
+3% +$6.49K 0.02% 515
2025
Q4 		$227K Buy
2,927
+69
+2% +$5.28K 0.02% 440
2025
Q3 		$222K Buy
2,858
+31
+1% +$2.32K 0.02% 426
2025
Q2 		$228K Buy
2,827
+26
+0.9% +$2.05K 0.02% 407
2025
Q1 		$228K Buy
2,801
+51
+2% +$3.93K 0.03% 381
2024
Q4 		$201K Buy
+2,750
New +$190K 0.02% 398

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

Advisor OS's UNM Position: Q2 2026 in Review

Advisor OS increased its Unum (UNM) stake by 0.6% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,032 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #475.

Advisor OS first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Advisor OS held 3,032 shares of Unum worth $271K as of Q2 2026.
  • Advisor OS bought 18 Unum shares in Q2 2026, an estimated $1.49K.
  • Unum made up 0.02% of Advisor OS's portfolio in Q2 2026, its #475 holding.
  • Advisor OS first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.