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EP Wealth Advisors’s Unum UNM Stock Holding History

EP Wealth Advisors’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 		$769K Buy
8,606
+3,562
+71% +$295K ﹤0.01% 846
2026
Q1 		$368K Sell
5,044
-5,168
-51% -$386K ﹤0.01% 1054
2025
Q4 		$791K Buy
+10,212
New +$781K ﹤0.01% 689
2025
Q2 		$312K Buy
3,865
+365
+10% +$28.8K ﹤0.01% 994
2025
Q1 		$285K Sell
3,500
-484
-12% -$37.3K ﹤0.01% 933
2024
Q4 		$291K Hold
3,984
– – ﹤0.01% 884
2024
Q3 		$237K Buy
+3,984
New +$216K ﹤0.01% 963

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

EP Wealth Advisors's UNM Position: Q2 2026 in Review

EP Wealth Advisors increased its Unum (UNM) stake by 71% in Q2 2026, buying an estimated $295K and bringing the position to 8,606 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

EP Wealth Advisors first reported a position in UNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $791K in Q4 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • EP Wealth Advisors held 8,606 shares of Unum worth $769K as of Q2 2026.
  • EP Wealth Advisors bought 3,562 Unum shares in Q2 2026, an estimated $295K.
  • Unum made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #846 holding.
  • EP Wealth Advisors first reported a position in Unum in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Unum position peaked at $791K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.