EWA
UNM icon

EverSource Wealth Advisors’s Unum UNM Stock Holding History

EverSource 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 		$114K Sell
1,280
-715
-36% -$59.2K ﹤0.01% 1315
2026
Q1 		$146K Buy
1,995
+9
+0.5% +$672 ﹤0.01% 1226
2025
Q4 		$154K Sell
1,986
-78
-4% -$5.96K 0.01% 1084
2025
Q3 		$161K Buy
2,064
+213
+12% +$16K 0.01% 1020
2025
Q2 		$149K Buy
1,851
+1,132
+157% +$89.4K 0.01% 998
2025
Q1 		$58.6K Buy
719
+65
+10% +$5.01K ﹤0.01% 1166
2024
Q4 		$47.8K Buy
654
+125
+24% +$8.62K ﹤0.01% 1211
2024
Q3 		$31.4K Sell
529
-74
-12% -$4.02K ﹤0.01% 1266
2024
Q2 		$34.7K Buy
603
+148
+33% +$7.66K ﹤0.01% 1266
2024
Q1 		$23.1K Buy
455
+64
+16% +$3.12K ﹤0.01% 1295
2023
Q4 		$17.7K Sell
391
-144
-27% -$6.56K ﹤0.01% 1291
2023
Q3 		$26.3K Buy
535
+19
+4% +$929 ﹤0.01% 1031
2023
Q2 		$24.6K Buy
516
+37
+8% +$1.61K ﹤0.01% 1066
2023
Q1 		$18.9K Buy
479
+119
+33% +$4.91K ﹤0.01% 1102
2022
Q4 		$14.8K Sell
360
-68
-16% -$2.85K ﹤0.01% 1179
2022
Q3 		$17K Sell
428
-1,564
-79% -$57.2K ﹤0.01% 969
2022
Q2 		$68K Buy
1,992
+1,550
+351% +$52.5K 0.02% 512
2022
Q1 		$14K Sell
442
-7
-2% -$196 ﹤0.01% 857
2021
Q4 		$11K Buy
+449
New +$11.5K ﹤0.01% 941

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

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

EverSource Wealth Advisors reduced its Unum (UNM) stake by 36% in Q2 2026, selling an estimated $59.2K and leaving 1,280 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

EverSource Wealth Advisors first reported a position in UNM in Q4 2021 and has held it in 19 quarters since. The position peaked at $161K in Q3 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • EverSource Wealth Advisors held 1,280 shares of Unum worth $114K as of Q2 2026.
  • EverSource Wealth Advisors sold 715 Unum shares in Q2 2026, an estimated $59.2K.
  • Unum made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1315 holding.
  • EverSource Wealth Advisors first reported a position in Unum in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Unum position peaked at $161K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.