AWM
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Ariadne Wealth Management’s Unum UNM Stock Holding History

Ariadne 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 		$257K Buy
+2,874
New +$238K 0.11% 194
2026
Q1 		– Sell
-2,865
Closed -$204K – 272
2025
Q4 		$204K Sell
2,865
-105
-4% -$8.03K 0.08% 243
2025
Q3 		$229K Sell
2,970
-15
-0.5% -$1.12K 0.1% 212
2025
Q2 		$213K Sell
2,985
-121
-4% -$9.56K 0.1% 192
2025
Q1 		$251K Sell
3,106
-160
-5% -$12.3K 0.13% 166
2024
Q4 		$251K Buy
3,266
+31
+1% +$2.14K 0.12% 178
2024
Q3 		$226K Buy
+3,235
New +$176K 0.12% 175

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

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

Ariadne Wealth Management opened a new position in Unum (UNM) in Q2 2026: 2,874 shares worth $257K. The stake represents 0.11% of the portfolio and ranks #194 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in UNM as recently as Q4 2025.

Ariadne Wealth Management first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ariadne Wealth Management held 2,874 shares of Unum worth $257K as of Q2 2026.
  • Unum was a new Ariadne Wealth Management position in Q2 2026.
  • Unum made up 0.11% of Ariadne Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Ariadne Wealth Management first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.