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Ashton Thomas Private Wealth’s Unum UNM Stock Holding History

Ashton Thomas Private Wealth’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 		$814K Sell
9,105
-288
-3% -$23.9K 0.02% 616
2026
Q1 		$686K Sell
9,393
-969
-9% -$72.3K 0.02% 643
2025
Q4 		$803K Buy
10,362
+1,176
+13% +$89.9K 0.02% 543
2025
Q3 		$714K Buy
9,186
+1,334
+17% +$100K 0.02% 562
2025
Q2 		$634K Buy
7,852
+20
+0.3% +$1.58K 0.02% 519
2025
Q1 		$638K Sell
7,832
-1,659
-17% -$128K 0.02% 491
2024
Q4 		$693K Buy
9,491
+3,131
+49% +$216K 0.03% 464
2024
Q3 		$378K Buy
6,360
+289
+5% +$15.7K 0.02% 475
2024
Q2 		$310K Buy
6,071
+48
+0.8% +$2.48K 0.02% 483
2024
Q1 		$323K Sell
6,023
-6,427
-52% -$313K 0.02% 487
2023
Q4 		$563K Buy
12,450
+2,199
+21% +$100K 0.04% 397
2023
Q3 		$504K Buy
10,251
+475
+5% +$23.2K 0.04% 395
2023
Q2 		$466K Buy
+9,776
New +$427K 0.04% 403

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

Ashton Thomas Private Wealth's UNM Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Unum (UNM) stake by 3.1% in Q2 2026, selling an estimated $23.9K and leaving 9,105 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #616.

Ashton Thomas Private Wealth first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ashton Thomas Private Wealth held 9,105 shares of Unum worth $814K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 288 Unum shares in Q2 2026, an estimated $23.9K.
  • Unum made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #616 holding.
  • Ashton Thomas Private Wealth first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.