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BOS Asset Management’s Unum UNM Stock Holding History

BOS Asset 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 		$732K Sell
8,183
-1,025
-11% -$84.9K 0.17% 93
2026
Q1 		$672K Sell
9,208
-2,160
-19% -$161K 0.17% 102
2025
Q4 		$881K Sell
11,368
-1,067
-9% -$81.6K 0.24% 79
2025
Q3 		$967K Sell
12,435
-398
-3% -$29.8K 0.27% 67
2025
Q2 		$1.04M Sell
12,833
-200
-2% -$15.8K 0.33% 59
2025
Q1 		$1.06M Hold
13,033
– – 0.36% 53
2024
Q4 		$952K Sell
13,033
-288
-2% -$19.9K 0.34% 52
2024
Q3 		$792K Buy
13,321
+4
+0% +$217 0.29% 63
2024
Q2 		$681K Sell
13,317
-115
-0.9% -$5.95K 0.31% 60
2024
Q1 		$721K Sell
13,432
-128
-0.9% -$6.24K 0.38% 54
2023
Q4 		$613K Sell
13,560
-833
-6% -$37.9K 0.42% 57
2023
Q3 		$708K Sell
14,393
-45
-0.3% -$2.2K 0.52% 51
2023
Q2 		$689K Buy
14,438
+128
+0.9% +$5.58K 0.53% 46
2023
Q1 		$566K Sell
14,310
-963
-6% -$39.8K 0.47% 55
2022
Q4 		$627K Buy
+15,273
New +$640K 0.56% 45

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BOS Asset Management's UNM Position: Q2 2026 in Review

BOS Asset Management reduced its Unum (UNM) stake by 11% in Q2 2026, selling an estimated $84.9K and leaving 8,183 shares worth $732K. The position accounts for 0.17% of the portfolio, ranked #93.

BOS Asset Management first reported a position in UNM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q1 2025. 82 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • BOS Asset Management held 8,183 shares of Unum worth $732K as of Q2 2026.
  • BOS Asset Management sold 1,025 Unum shares in Q2 2026, an estimated $84.9K.
  • Unum made up 0.17% of BOS Asset Management's portfolio in Q2 2026, its #93 holding.
  • BOS Asset Management first reported a position in Unum in Q4 2022 and has held it in 15 quarters since.
  • BOS Asset Management's Unum position peaked at $1.06M in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.