Aries Wealth Management’s Unum UNM Stock Holding History

Aries 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	$513K	Hold	5,736	–	–	0.1%	151
2026 Q1	$419K	Hold	5,736	–	–	0.09%	162
2025 Q4	$445K	Sell	5,736 -110	-2%	-$8.41K	0.1%	157
2025 Q3	$455K	Hold	5,846	–	–	0.11%	152
2025 Q2	$472K	Hold	5,846	–	–	0.12%	143
2025 Q1	$476K	Hold	5,846	–	–	0.13%	140
2024 Q4	$427K	Hold	5,846	–	–	0.12%	148
2024 Q3	$347K	Buy	+5,846	New	+$317K	0.1%	172

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 $3.38T AUM 44.17% 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

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

Aries Wealth Management held its Unum (UNM) position steady in Q2 2026 at 5,736 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #151.

Aries Wealth Management first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Aries Wealth Management held 5,736 shares of Unum worth $513K as of Q2 2026.
Aries Wealth Management left its Unum share count unchanged in Q2 2026.
Unum made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #151 holding.
Aries Wealth Management first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.