Envestnet Portfolio Solutions
UNM icon

Envestnet Portfolio Solutions’s Unum UNM Stock Holding History

Envestnet Portfolio Solutions’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 		$1.68M Buy
18,806
+289
+2% +$23.9K 0.01% 541
2026
Q1 		$1.35M Sell
18,517
-1,106
-6% -$82.6K 0.01% 548
2025
Q4 		$1.52M Buy
19,623
+376
+2% +$28.8K 0.01% 625
2025
Q3 		$1.5M Sell
19,247
-1,305
-6% -$97.8K 0.01% 606
2025
Q2 		$1.66M Buy
20,552
+15,562
+312% +$1.23M 0.01% 619
2025
Q1 		$407K Sell
4,990
-496
-9% -$38.2K ﹤0.01% 1141
2024
Q4 		$401K Buy
5,486
+860
+19% +$59.3K ﹤0.01% 1345
2024
Q3 		$275K Buy
4,626
+347
+8% +$18.8K ﹤0.01% 1493
2024
Q2 		$219K Buy
+4,279
New +$221K ﹤0.01% 1546
2024
Q1 		– Sell
-5,614
Closed -$254K – 1651
2023
Q4 		$254K Sell
5,614
-589
-9% -$26.8K ﹤0.01% 1381
2023
Q3 		$305K Buy
+6,203
New +$303K ﹤0.01% 1218

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's UNM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Unum (UNM) stake by 1.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 18,806 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #541.

Envestnet Portfolio Solutions first reported a position in UNM in Q3 2023 and has held it in 11 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,806 shares of Unum worth $1.68M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 289 Unum shares in Q2 2026, an estimated $23.9K.
  • Unum made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #541 holding.
  • Envestnet Portfolio Solutions first reported a position in Unum in Q3 2023 and has held it in 11 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.