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Clearstead Advisors’s Unum UNM Stock Holding History

Clearstead Advisors’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 		$563K Buy
6,298
+3,049
+94% +$253K 0.01% 721
2026
Q1 		$237K Sell
3,249
-497
-13% -$37.1K ﹤0.01% 946
2025
Q4 		$290K Sell
3,746
-287
-7% -$21.9K ﹤0.01% 830
2025
Q3 		$314K Buy
4,033
+540
+15% +$40.5K ﹤0.01% 772
2025
Q2 		$282K Buy
3,493
+266
+8% +$21K ﹤0.01% 785
2025
Q1 		$263K Buy
3,227
+23
+0.7% +$1.77K ﹤0.01% 746
2024
Q4 		$234K Buy
3,204
+133
+4% +$9.17K ﹤0.01% 811
2024
Q3 		$183K Buy
3,071
+233
+8% +$12.7K ﹤0.01% 883
2024
Q2 		$145K Buy
2,838
+2,303
+430% +$119K ﹤0.01% 915
2024
Q1 		$28.3K Sell
535
-21
-4% -$1.02K ﹤0.01% 881
2023
Q4 		$25.1K Buy
556
+21
+4% +$956 ﹤0.01% 900
2023
Q3 		$26.3K Hold
535
– – ﹤0.01% 845
2023
Q2 		$25.5K Sell
535
-365
-41% -$15.9K ﹤0.01% 858
2023
Q1 		$35.6K Hold
900
– – ﹤0.01% 734
2022
Q4 		$36.9K Hold
900
– – ﹤0.01% 673
2022
Q3 		$35K Hold
900
– – ﹤0.01% 679
2022
Q2 		$31K Hold
900
– – ﹤0.01% 718
2022
Q1 		$28K Hold
900
– – ﹤0.01% 791
2021
Q4 		$22K Hold
900
– – ﹤0.01% 808
2021
Q3 		$23K Sell
900
-55
-6% -$1.46K ﹤0.01% 775
2021
Q2 		$27K Buy
+955
New +$28.1K ﹤0.01% 657
2021
Q1 		– Sell
-2,653
Closed -$61K – 1185
2020
Q4 		$61K Hold
2,653
– – 0.01% 486
2020
Q3 		$45K Buy
+2,653
New +$47.2K ﹤0.01% 484

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's UNM Position: Q2 2026 in Review

Clearstead Advisors increased its Unum (UNM) stake by 94% in Q2 2026, buying an estimated $253K and bringing the position to 6,298 shares worth $563K. The position accounts for 0.01% of the portfolio, ranked #721.

Clearstead Advisors first reported a position in UNM in Q3 2020 and has held it in 23 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Clearstead Advisors held 6,298 shares of Unum worth $563K as of Q2 2026.
  • Clearstead Advisors bought 3,049 Unum shares in Q2 2026, an estimated $253K.
  • Unum made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #721 holding.
  • Clearstead Advisors first reported a position in Unum in Q3 2020 and has held it in 23 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.