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Bell Investment Advisors’s Unum UNM Stock Holding History

Bell Investment 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 		$17.9K Hold
200
– – ﹤0.01% 510
2026
Q1 		$14.6K Hold
200
– – ﹤0.01% 544
2025
Q4 		$15.5K Sell
200
-29
-13% -$2.22K ﹤0.01% 535
2025
Q3 		$17.8K Sell
229
-123
-35% -$9.22K ﹤0.01% 439
2025
Q2 		$28.4K Buy
352
+36
+11% +$2.84K ﹤0.01% 337
2025
Q1 		$25.7K Buy
316
+6
+2% +$463 ﹤0.01% 326
2024
Q4 		$22.6K Buy
310
+4
+1% +$276 ﹤0.01% 353
2024
Q3 		$18.2K Sell
306
-10
-3% -$543 ﹤0.01% 424
2024
Q2 		$16.2K Buy
316
+20
+7% +$1.03K ﹤0.01% 443
2024
Q1 		$15.9K Sell
296
-11
-4% -$536 ﹤0.01% 433
2023
Q4 		$13.9K Buy
307
+33
+12% +$1.5K ﹤0.01% 451
2023
Q3 		$13.5K Buy
274
+98
+56% +$4.79K ﹤0.01% 403
2023
Q2 		$8.4K Buy
176
+24
+16% +$1.05K ﹤0.01% 583
2023
Q1 		$6.01K Buy
152
+15
+11% +$619 ﹤0.01% 697
2022
Q4 		$5.62K Buy
137
+12
+10% +$503 ﹤0.01% 749
2022
Q3 		$5K Sell
125
-39
-24% -$1.43K ﹤0.01% 721
2022
Q2 		$6K Buy
+164
New +$5.55K ﹤0.01% 656
2021
Q4 		$3K Sell
125
-15
-11% -$384 ﹤0.01% 1046
2021
Q3 		$4K Buy
+140
New +$3.71K ﹤0.01% 836

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

Bell Investment Advisors's UNM Position: Q2 2026 in Review

Bell Investment Advisors held its Unum (UNM) position steady in Q2 2026 at 200 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Bell Investment Advisors first reported a position in UNM in Q3 2021 and has held it in 19 quarters since. The position peaked at $28.4K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Bell Investment Advisors held 200 shares of Unum worth $17.9K as of Q2 2026.
  • Bell Investment Advisors left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #510 holding.
  • Bell Investment Advisors first reported a position in Unum in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Unum position peaked at $28.4K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.