Ashton Thomas Private Wealth
UNM icon

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
Q3 		$826K Buy
9,413
+308
+3% +$27.9K 0.02% 633
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Ashton Thomas Private Wealth's UNM Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Unum (UNM) stake by 3.4% in Q3 2026, buying an estimated $27.9K and bringing the position to 9,413 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #633.

Ashton Thomas Private Wealth first reported a position in UNM in Q2 2023 and has held it in 14 quarters since. 561 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Ashton Thomas Private Wealth held 9,413 shares of Unum worth $826K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 308 Unum shares in Q3 2026, an estimated $27.9K.
  • Unum made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #633 holding.
  • Ashton Thomas Private Wealth first reported a position in Unum in Q2 2023 and has held it in 14 quarters since.
  • 561 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.