Arax Advisory Partners’s Unum UNM Stock Holding History

Arax Advisory Partners’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	$942K	Buy	10,539 +3,354	+47%	+$278K	0.01%	1248
2026 Q1	$538K	Sell	7,185 -1,094	-13%	-$81.7K	0.02%	621
2025 Q4	$642K	Sell	8,279 -3,135	-27%	-$240K	0.02%	502
2025 Q3	$888K	Buy	11,414 +8,885	+351%	+$666K	0.01%	684
2025 Q2	$204K	Sell	2,529 -7	-0.3%	-$553	0.01%	644
2025 Q1	$207K	Sell	2,536 -368	-13%	-$28.4K	0.01%	518
2024 Q4	$212K	Buy	2,904 +1,359	+88%	+$93.7K	0.01%	471
2024 Q3	$91.8K	Buy	1,545 +143	+10%	+$7.76K	0.01%	520
2024 Q2	$71.7K	Buy	+1,402	New	+$72.5K	0.01%	547
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	566
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	570
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	564
2020 Q1	$8K	Hold	500	–	–	﹤0.01%	542
2019 Q4	$15K	Hold	500	–	–	﹤0.01%	438
2019 Q3	$15K	Hold	500	–	–	﹤0.01%	435
2019 Q2	$17K	Buy	+500	New	+$17.3K	0.01%	424
2018 Q4	$15K	Hold	500	–	–	0.01%	406
2018 Q3	$20K	Buy	+500	New	+$18.7K	0.01%	407

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

Arax Advisory Partners's UNM Position: Q2 2026 in Review

Arax Advisory Partners increased its Unum (UNM) stake by 47% in Q2 2026, buying an estimated $278K and bringing the position to 10,539 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #1248.

Arax Advisory Partners first reported a position in UNM in Q3 2018 and has held it in 18 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Arax Advisory Partners held 10,539 shares of Unum worth $942K as of Q2 2026.
Arax Advisory Partners bought 3,354 Unum shares in Q2 2026, an estimated $278K.
Unum made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1248 holding.
Arax Advisory Partners first reported a position in Unum in Q3 2018 and has held it in 18 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.