Bogart Wealth LLC’s Unum UNM Stock Holding History

Bogart Wealth LLC’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	$3.22K	Buy	36 +12	+50%	+$994	﹤0.01%	1334
2026 Q1	$1.75K	Buy	24 +10	+71%	+$746	﹤0.01%	1307
2025 Q4	$1.08K	Buy	+14	New	+$1.07K	﹤0.01%	1305
2025 Q3	–	Sell	-6	Closed	-$485	–	1592
2025 Q2	$485	Buy	+6	New	+$474	﹤0.01%	1359

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's UNM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Unum (UNM) stake by 50% in Q2 2026, buying an estimated $994 and bringing the position to 36 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Bogart Wealth LLC first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Bogart Wealth LLC held 36 shares of Unum worth $3.22K as of Q2 2026.
Bogart Wealth LLC bought 12 Unum shares in Q2 2026, an estimated $994.
Unum made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1334 holding.
Bogart Wealth LLC first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.