CWM
UNM icon

Centurion Wealth Management’s Unum UNM Stock Holding History

Centurion 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 		$335K Hold
3,750
– – 0.08% 208
2026
Q1 		$274K Hold
3,750
– – 0.06% 251
2025
Q4 		$291K Hold
3,750
– – 0.06% 243
2025
Q3 		$292K Buy
+3,750
New +$281K 0.07% 228

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 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

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

Centurion Wealth Management held its Unum (UNM) position steady in Q2 2026 at 3,750 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #208.

Centurion Wealth Management first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Centurion Wealth Management held 3,750 shares of Unum worth $335K as of Q2 2026.
  • Centurion Wealth Management left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.08% of Centurion Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Centurion Wealth Management first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.