EWM
UNM icon

Empirical Wealth Management’s Unum UNM Stock Holding History

Empirical 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 		$1.5M Buy
16,778
+2,189
+15% +$181K 0.02% 322
2026
Q1 		$1.07M Buy
14,589
+4,497
+45% +$336K 0.02% 337
2025
Q4 		$782K Buy
10,092
+5,259
+109% +$402K 0.01% 381
2025
Q3 		$376K Buy
+4,833
New +$362K 0.01% 556

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Empirical Wealth Management increased its Unum (UNM) stake by 15% in Q2 2026, buying an estimated $181K and bringing the position to 16,778 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #322.

Empirical Wealth Management first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 304 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Empirical Wealth Management held 16,778 shares of Unum worth $1.5M as of Q2 2026.
  • Empirical Wealth Management bought 2,189 Unum shares in Q2 2026, an estimated $181K.
  • Unum made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Empirical Wealth Management first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 304 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.