Bullock Wealth Management’s Unum UNM Stock Holding History

Bullock 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	–	Sell	-205	Closed	-$15.1K	–	637
2026 Q1	$15.1K	Hold	205	–	–	0.01%	384
2025 Q4	$15.9K	Buy	+205	New	+$15.7K	0.01%	362

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 $3.37T AUM 44.26% 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

Bullock Wealth Management's UNM Position: Q2 2026 in Review

Bullock Wealth Management sold out of Unum (UNM) in Q2 2026, closing a stake of 205 shares — an estimated $15.1K sold.

Bullock Wealth Management first reported a position in UNM in Q4 2025 and held it in 2 quarters. The position peaked at $15.9K in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Bullock Wealth Management reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Bullock Wealth Management sold 205 Unum shares in Q2 2026, an estimated $15.1K.
Bullock Wealth Management first reported a position in Unum in Q4 2025 and held it in 2 quarters.
Bullock Wealth Management's Unum position peaked at $15.9K in Q4 2025.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.