BHWM
UNM icon

Beaird Harris Wealth Management’s Unum UNM Stock Holding History

Beaird Harris 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 		$5.65K Hold
63
– – ﹤0.01% 435
2026
Q1 		$4.62K Hold
63
– – ﹤0.01% 419
2025
Q4 		$4.9K Hold
63
– – ﹤0.01% 439
2025
Q3 		$4.92K Sell
63
-6
-9% -$450 ﹤0.01% 427
2025
Q2 		$5.59K Buy
69
+9
+15% +$711 ﹤0.01% 417
2025
Q1 		$4.89K Hold
60
– – ﹤0.01% 384
2024
Q4 		$4.38K Hold
60
– – ﹤0.01% 385
2024
Q3 		$3.57K Hold
60
– – ﹤0.01% 400
2024
Q2 		$3.07K Hold
60
– – ﹤0.01% 492
2024
Q1 		$3.22K Hold
60
– – ﹤0.01% 428
2023
Q4 		$2.71K Hold
60
– – ﹤0.01% 433
2023
Q3 		$2.95K Hold
60
– – ﹤0.01% 341
2023
Q2 		$2.86K Hold
60
– – ﹤0.01% 355
2023
Q1 		$2.37K Hold
60
– – ﹤0.01% 367
2022
Q4 		$2.46K Hold
60
– – ﹤0.01% 540
2022
Q3 		$2K Hold
60
– – ﹤0.01% 412
2022
Q2 		$2K Hold
60
– – ﹤0.01% 351
2022
Q1 		$2K Hold
60
– – ﹤0.01% 538
2021
Q4 		$1K Buy
+60
New +$1.54K ﹤0.01% 629

Other funds holding UNM

Swedbank
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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Beaird Harris Wealth Management's UNM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Unum (UNM) position steady in Q2 2026 at 63 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Beaird Harris Wealth Management first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Beaird Harris Wealth Management held 63 shares of Unum worth $5.65K as of Q2 2026.
  • Beaird Harris Wealth Management left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #435 holding.
  • Beaird Harris Wealth Management first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.