Atlantic Edge Private Wealth Management’s Unum UNM Stock Holding History

Atlantic Edge Private 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	$22.4K	Hold	250	–	–	﹤0.01%	330
2026 Q1	$18.3K	Sell	250 -250	-50%	-$18.7K	﹤0.01%	328
2025 Q4	$38.8K	Hold	500	–	–	0.01%	246
2025 Q3	$38.9K	Hold	500	–	–	0.01%	233
2025 Q2	$40.4K	Hold	500	–	–	0.01%	226
2025 Q1	$40.7K	Hold	500	–	–	0.01%	216
2024 Q4	$36.5K	Hold	500	–	–	0.01%	218
2024 Q3	$29.7K	Hold	500	–	–	0.01%	235
2024 Q2	$25.6K	Hold	500	–	–	0.01%	232
2024 Q1	$26.8K	Hold	500	–	–	0.01%	232
2023 Q4	$22.6K	Buy	+500	New	+$22.8K	0.01%	228

Other funds holding UNM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Atlantic Edge Private Wealth Management's UNM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Unum (UNM) position steady in Q2 2026 at 250 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Atlantic Edge Private Wealth Management first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.7K in Q1 2025. 237 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Atlantic Edge Private Wealth Management held 250 shares of Unum worth $22.4K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #330 holding.
Atlantic Edge Private Wealth Management first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Unum position peaked at $40.7K in Q1 2025.
237 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.