BHWM
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Bay Harbor Wealth Management’s Unum UNM Stock Holding History

Bay Harbor 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 		$3.4K Buy
38
+8
+27% +$663 ﹤0.01% 518
2026
Q1 		$2.19K Buy
30
+9
+43% +$672 ﹤0.01% 544
2025
Q4 		$1.63K Buy
21
+9
+75% +$688 ﹤0.01% 531
2025
Q3 		$933 Buy
12
+1
+9% +$75 ﹤0.01% 547
2025
Q2 		$888 Buy
11
+5
+83% +$395 ﹤0.01% 482
2025
Q1 		$488 Buy
+6
New +$463 ﹤0.01% 434

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

Bay Harbor Wealth Management's UNM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Unum (UNM) stake by 27% in Q2 2026, buying an estimated $663 and bringing the position to 38 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Bay Harbor Wealth Management first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Bay Harbor Wealth Management held 38 shares of Unum worth $3.4K as of Q2 2026.
  • Bay Harbor Wealth Management bought 8 Unum shares in Q2 2026, an estimated $663.
  • Unum made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #518 holding.
  • Bay Harbor Wealth Management first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.