AWA
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Arkadios Wealth Advisors’s Unum UNM Stock Holding History

Arkadios Wealth Advisors’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 		$515K Buy
5,759
+300
+5% +$24.9K 0.01% 1107
2026
Q1 		$399K Buy
5,459
+159
+3% +$11.9K 0.01% 1216
2025
Q4 		$411K Buy
5,300
+350
+7% +$26.8K 0.01% 1106
2025
Q3 		$385K Buy
4,950
+204
+4% +$15.3K 0.01% 1061
2025
Q2 		$383K Buy
+4,746
New +$375K 0.01% 956
2021
Q4 		– Sell
-709
Closed -$17K – 1714
2021
Q3 		$17K Buy
709
+629
+786% +$16.7K ﹤0.01% 1280
2021
Q2 		$2K Buy
80
+1
+1% +$29 ﹤0.01% 1871
2021
Q1 		$2K Hold
79
– – ﹤0.01% 1550
2020
Q4 		$1K Sell
79
-76
-49% -$1.57K ﹤0.01% 1342
2020
Q3 		$2.91K Buy
+155
New +$2.76K ﹤0.01% 912
2020
Q2 		– Sell
-307
Closed -$4.61K – 1149
2020
Q1 		$4.61K Buy
307
+9
+3% +$216 ﹤0.01% 802
2019
Q4 		$9K Buy
+298
New +$8.67K 0.01% 609

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

Arkadios Wealth Advisors's UNM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Unum (UNM) stake by 5.5% in Q2 2026, buying an estimated $24.9K and bringing the position to 5,759 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #1107.

Arkadios Wealth Advisors first reported a position in UNM in Q4 2019 and has held it in 12 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Arkadios Wealth Advisors held 5,759 shares of Unum worth $515K as of Q2 2026.
  • Arkadios Wealth Advisors bought 300 Unum shares in Q2 2026, an estimated $24.9K.
  • Unum made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1107 holding.
  • Arkadios Wealth Advisors first reported a position in Unum in Q4 2019 and has held it in 12 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.