Avion Wealth’s Unum UNM Stock Holding History

Avion 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	$1K	Buy	19 +6	+46%	+$497	﹤0.01%	1364
2026 Q1	$0	Hold	13	–	–	﹤0.01%	1613
2025 Q4	$1K	Hold	13	–	–	﹤0.01%	1149
2025 Q3	$1K	Sell	13 -7	-35%	-$525	﹤0.01%	1120
2025 Q2	$1K	Sell	20 -4	-17%	-$316	﹤0.01%	1084
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	945
2024 Q4	$1K	Buy	24 +11	+85%	+$758	﹤0.01%	943
2024 Q3	$0	Hold	13	–	–	﹤0.01%	1339
2024 Q2	$0	Hold	13	–	–	﹤0.01%	1262
2024 Q1	$1K	Hold	13	–	–	﹤0.01%	1099
2023 Q4	$1K	Sell	13 -31	-70%	-$1.41K	﹤0.01%	998
2023 Q3	$2K	Buy	44 +20	+83%	+$978	﹤0.01%	529
2023 Q2	$1K	Buy	+24	New	+$1.05K	﹤0.01%	660
2022 Q3	–	Sell	-1	Closed	–	–	581
2022 Q2	$0	Buy	+1	New	+$34	﹤0.01%	556

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 $3.37T AUM 44.26% 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

Avion Wealth's UNM Position: Q2 2026 in Review

Avion Wealth increased its Unum (UNM) stake by 46% in Q2 2026, buying an estimated $497 and bringing the position to 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Avion Wealth first reported a position in UNM in Q2 2022 and has held it in 14 quarters since. The position peaked at $2K in Q3 2023. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Avion Wealth held 19 shares of Unum worth $1K as of Q2 2026.
Avion Wealth bought 6 Unum shares in Q2 2026, an estimated $497.
Unum made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1364 holding.
Avion Wealth first reported a position in Unum in Q2 2022 and has held it in 14 quarters since.
Avion Wealth's Unum position peaked at $2K in Q3 2023.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.