Basecamp Wealth Advisors’s Unum UNM Stock Holding History

Basecamp 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	$112K	Hold	1,255	–	–	0.02%	366
2026 Q1	$91.7K	Buy	1,255 +7	+0.6%	+$522	0.02%	409
2025 Q4	$96.7K	Buy	+1,248	New	+$95.4K	0.02%	387

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

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

Basecamp Wealth Advisors held its Unum (UNM) position steady in Q2 2026 at 1,255 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #366.

Basecamp Wealth Advisors first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Basecamp Wealth Advisors held 1,255 shares of Unum worth $112K as of Q2 2026.
Basecamp Wealth Advisors left its Unum share count unchanged in Q2 2026.
Unum made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #366 holding.
Basecamp Wealth Advisors first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.