EWP
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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
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

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

Elevation Wealth Partners's UNM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Unum (UNM) stake by 148% in Q2 2026, buying an estimated $8.7K and bringing the position to 176 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Elevation Wealth Partners first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Elevation Wealth Partners held 176 shares of Unum worth $15.7K as of Q2 2026.
  • Elevation Wealth Partners bought 105 Unum shares in Q2 2026, an estimated $8.7K.
  • Unum made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #664 holding.
  • Elevation Wealth Partners first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.