Essential Partners
UNM icon

Essential Partners’s Unum UNM Stock Holding History

Essential 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
Q3 		$56.8K Sell
648
-134
-17% -$12.2K 0.03% 574
2026
Q2 		$69.9K Buy
782
+462
+144% +$38.3K 0.03% 524
2026
Q1 		$23.4K Sell
320
-505
-61% -$37.7K 0.01% 867
2025
Q4 		$63.9K Sell
825
-432
-34% -$33K 0.02% 550
2025
Q3 		$97.8K Buy
1,257
+1,029
+451% +$77.1K 0.03% 434
2025
Q2 		$18.4K Buy
+228
New +$18K 0.01% 700

Other funds holding UNM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Essential Partners's UNM Position: Q3 2026 in Review

Essential Partners reduced its Unum (UNM) stake by 17% in Q3 2026, selling an estimated $12.2K and leaving 648 shares worth $56.8K. The position accounts for 0.03% of the portfolio, ranked #574.

Essential Partners first reported a position in UNM in Q2 2025 and has held it in 6 quarters since. The position peaked at $97.8K in Q3 2025. 142 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Essential Partners held 648 shares of Unum worth $56.8K as of Q3 2026.
  • Essential Partners sold 134 Unum shares in Q3 2026, an estimated $12.2K.
  • Unum made up 0.03% of Essential Partners's portfolio in Q3 2026, its #574 holding.
  • Essential Partners first reported a position in Unum in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Unum position peaked at $97.8K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.