EWP
UNM icon

Elevation Wealth Partners’s Unum UNM Stock Holding History

Elevation Wealth Partners’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 		$23.8K Buy
271
+95
+54% +$8.62K 0.01% 622
2026
Q2 		$15.7K Buy
176
+105
+148% +$8.7K ﹤0.01% 664
2026
Q1 		$5.19K Buy
71
+47
+196% +$3.51K ﹤0.01% 700
2025
Q4 		$1.86K Hold
24
– – ﹤0.01% 800
2025
Q3 		$1.87K Buy
+24
New +$1.8K ﹤0.01% 658

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's UNM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Unum (UNM) stake by 54% in Q3 2026, buying an estimated $8.62K and bringing the position to 271 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #622.

Elevation Wealth Partners first reported a position in UNM in Q3 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Elevation Wealth Partners held 271 shares of Unum worth $23.8K as of Q3 2026.
  • Elevation Wealth Partners bought 95 Unum shares in Q3 2026, an estimated $8.62K.
  • Unum made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #622 holding.
  • Elevation Wealth Partners first reported a position in Unum in Q3 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.