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DiNuzzo Private Wealth’s Unum UNM Stock Holding History

DiNuzzo Private 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 		$4.74K Hold
53
– – ﹤0.01% 420
2026
Q1 		$3.87K Hold
53
– – ﹤0.01% 443
2025
Q4 		$4.11K Hold
53
– – ﹤0.01% 420
2025
Q3 		$3.7K Sell
53
-2
-4% -$150 ﹤0.01% 438
2025
Q2 		$4.44K Buy
55
+2
+4% +$158 ﹤0.01% 395
2025
Q1 		$4.32K Hold
53
– – ﹤0.01% 387
2024
Q4 		$3.87K Hold
53
– – ﹤0.01% 409
2024
Q3 		$3.15K Buy
53
+1
+2% +$54 ﹤0.01% 457
2024
Q2 		$2.66K Buy
52
+6
+13% +$310 ﹤0.01% 427
2024
Q1 		$2.47K Hold
46
– – ﹤0.01% 401
2023
Q4 		$2.08K Buy
+46
New +$2.1K ﹤0.01% 420

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DiNuzzo Private Wealth's UNM Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Unum (UNM) position steady in Q2 2026 at 53 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

DiNuzzo Private Wealth first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. 237 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • DiNuzzo Private Wealth held 53 shares of Unum worth $4.74K as of Q2 2026.
  • DiNuzzo Private Wealth left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #420 holding.
  • DiNuzzo Private Wealth first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • 237 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.