CW
UNM icon

CreativeOne Wealth’s Unum UNM Stock Holding History

CreativeOne Wealth’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 		$321K Sell
3,591
-1,733
-33% -$144K 0.01% 960
2026
Q1 		$389K Buy
+5,324
New +$397K 0.01% 883
2025
Q2 		– Sell
-2,539
Closed -$207K – 1188
2025
Q1 		$207K Buy
+2,539
New +$196K 0.01% 992

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

CreativeOne Wealth's UNM Position: Q2 2026 in Review

CreativeOne Wealth reduced its Unum (UNM) stake by 33% in Q2 2026, selling an estimated $144K and leaving 3,591 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #960.

CreativeOne Wealth first reported a position in UNM in Q1 2025 and has held it in 3 quarters since. The position peaked at $389K in Q1 2026. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • CreativeOne Wealth held 3,591 shares of Unum worth $321K as of Q2 2026.
  • CreativeOne Wealth sold 1,733 Unum shares in Q2 2026, an estimated $144K.
  • Unum made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #960 holding.
  • CreativeOne Wealth first reported a position in Unum in Q1 2025 and has held it in 3 quarters since.
  • CreativeOne Wealth's Unum position peaked at $389K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.