Cassaday & Co Wealth Management’s Unum UNM Stock Holding History

Cassaday & Co 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	$85.2K	Hold	953	–	–	﹤0.01%	519
2026 Q1	$69.6K	Buy	+953	New	+$71.1K	﹤0.01%	538

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

Cassaday & Co Wealth Management's UNM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Unum (UNM) position steady in Q2 2026 at 953 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Cassaday & Co Wealth Management first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Cassaday & Co Wealth Management held 953 shares of Unum worth $85.2K as of Q2 2026.
Cassaday & Co Wealth Management left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #519 holding.
Cassaday & Co Wealth Management first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.