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 Q3	$4.65K	Hold	53	–	–	﹤0.01%	420
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 Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

DiNuzzo Private Wealth's UNM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Unum (UNM) position steady in Q3 2026 at 53 shares worth $4.65K. 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 12 quarters since. The position peaked at $4.74K in Q2 2026. 224 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

DiNuzzo Private Wealth held 53 shares of Unum worth $4.65K as of Q3 2026.
DiNuzzo Private Wealth left its Unum share count unchanged in Q3 2026.
Unum made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #420 holding.
DiNuzzo Private Wealth first reported a position in Unum in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Unum position peaked at $4.74K in Q2 2026.
224 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.