EW
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Elyxium Wealth’s Unum UNM Stock Holding History

Elyxium 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
Q2 		$356K Buy
3,977
+567
+17% +$47K 0.04% 209
2026
Q1 		$249K Buy
3,410
+78
+2% +$5.82K 0.08% 149
2025
Q4 		$258K Buy
3,332
+49
+1% +$3.75K 0.07% 153
2025
Q3 		$255K Sell
3,283
-61
-2% -$4.57K 0.09% 147
2025
Q2 		$270K Buy
3,344
+39
+1% +$3.08K 0.1% 139
2025
Q1 		$269K Buy
+3,305
New +$255K 0.12% 127

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

Elyxium Wealth's UNM Position: Q2 2026 in Review

Elyxium Wealth increased its Unum (UNM) stake by 17% in Q2 2026, buying an estimated $47K and bringing the position to 3,977 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #209.

Elyxium Wealth first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Elyxium Wealth held 3,977 shares of Unum worth $356K as of Q2 2026.
  • Elyxium Wealth bought 567 Unum shares in Q2 2026, an estimated $47K.
  • Unum made up 0.04% of Elyxium Wealth's portfolio in Q2 2026, its #209 holding.
  • Elyxium Wealth first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Elyxium Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.