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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
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

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

Essential Partners's UNM Position: Q2 2026 in Review

Essential Partners increased its Unum (UNM) stake by 144% in Q2 2026, buying an estimated $38.3K and bringing the position to 782 shares worth $69.9K. The position accounts for 0.03% of the portfolio, ranked #524.

Essential Partners first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $97.8K in Q3 2025. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Essential Partners held 782 shares of Unum worth $69.9K as of Q2 2026.
  • Essential Partners bought 462 Unum shares in Q2 2026, an estimated $38.3K.
  • Unum made up 0.03% of Essential Partners's portfolio in Q2 2026, its #524 holding.
  • Essential Partners first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Unum position peaked at $97.8K in Q3 2025.
  • 761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.