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Downshift Financial’s Unum UNM Stock Holding History

Downshift Financial’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 		$805 Buy
+9
New +$746 ﹤0.01% 510

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

Downshift Financial's UNM Position: Q2 2026 in Review

Downshift Financial opened a new position in Unum (UNM) in Q2 2026: 9 shares worth $805. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings.

758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Downshift Financial held 9 shares of Unum worth $805 as of Q2 2026.
  • Unum was a new Downshift Financial position in Q2 2026.
  • Unum made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #510 holding.
  • 758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.