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Dogwood Wealth Management’s Unum UNM Stock Holding History

Dogwood 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 		$2.23K Buy
+25
New +$2.07K ﹤0.01% 652
2026
Q1 		– Sell
-22
Closed -$1.71K – 917
2025
Q4 		$1.71K Sell
22
-53
-71% -$4.05K ﹤0.01% 581
2025
Q3 		$5.83K Sell
75
-48
-39% -$3.6K ﹤0.01% 370
2025
Q2 		$9.96K Buy
+123
New +$9.71K ﹤0.01% 277

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

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

Dogwood Wealth Management opened a new position in Unum (UNM) in Q2 2026: 25 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in UNM as recently as Q4 2025.

Dogwood Wealth Management first reported a position in UNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.96K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Dogwood Wealth Management held 25 shares of Unum worth $2.23K as of Q2 2026.
  • Unum was a new Dogwood Wealth Management position in Q2 2026.
  • Unum made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #652 holding.
  • Dogwood Wealth Management first reported a position in Unum in Q2 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Unum position peaked at $9.96K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.