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Beacon Pointe Advisors’s Unum UNM Stock Holding History

Beacon Pointe 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 		$323K Sell
3,616
-627
-15% -$52K ﹤0.01% 1565
2026
Q1 		$310K Buy
+4,243
New +$317K ﹤0.01% 1520
2025
Q3 		– Sell
-2,819
Closed -$228K – 1527
2025
Q2 		$228K Sell
2,819
-191
-6% -$15.1K ﹤0.01% 1150
2025
Q1 		$245K Sell
3,010
-144
-5% -$11.1K ﹤0.01% 1089
2024
Q4 		$230K Sell
3,154
-6,289
-67% -$434K ﹤0.01% 1104
2024
Q3 		$561K Sell
9,443
-578
-6% -$31.4K 0.01% 812
2024
Q2 		$512K Sell
10,021
-100
-1% -$5.17K 0.01% 857
2024
Q1 		$543K Sell
10,121
-831
-8% -$40.5K 0.01% 886
2023
Q4 		$495K Buy
10,952
+207
+2% +$9.43K 0.01% 910
2023
Q3 		$529K Buy
10,745
+718
+7% +$35.1K 0.01% 851
2023
Q2 		$478K Sell
10,027
-1,751
-15% -$76.4K 0.01% 730
2023
Q1 		$466K Buy
11,778
+969
+9% +$40K 0.01% 785
2022
Q4 		$443K Sell
10,809
-1,682
-13% -$70.5K 0.01% 735
2022
Q3 		$483K Sell
12,491
-240
-2% -$8.78K 0.01% 649
2022
Q2 		$436K Sell
12,731
-4,709
-27% -$159K 0.01% 692
2022
Q1 		$550K Buy
17,440
+7,004
+67% +$196K 0.01% 783
2021
Q4 		$256K Buy
10,436
+118
+1% +$3.02K 0.01% 792
2021
Q3 		$259K Sell
10,318
-1,441
-12% -$38.1K 0.01% 763
2021
Q2 		$334K Buy
+11,759
New +$346K 0.01% 628

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

Beacon Pointe Advisors's UNM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Unum (UNM) stake by 15% in Q2 2026, selling an estimated $52K and leaving 3,616 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Beacon Pointe Advisors first reported a position in UNM in Q2 2021 and has held it in 19 quarters since. The position peaked at $561K in Q3 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Beacon Pointe Advisors held 3,616 shares of Unum worth $323K as of Q2 2026.
  • Beacon Pointe Advisors sold 627 Unum shares in Q2 2026, an estimated $52K.
  • Unum made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1565 holding.
  • Beacon Pointe Advisors first reported a position in Unum in Q2 2021 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Unum position peaked at $561K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.