EWM
UNM icon

Evolution Wealth Management’s Unum UNM Stock Holding History

Evolution Wealth Management’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 		$21.5K Hold
241
– – 0.01% 456
2026
Q1 		$17.6K Hold
241
– – 0.01% 437
2025
Q4 		$18.7K Hold
241
– – 0.02% 366
2025
Q3 		$18.7K Hold
241
– – 0.02% 307
2025
Q2 		$19.5K Buy
+241
New +$19K 0.02% 286

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

Evolution Wealth Management's UNM Position: Q2 2026 in Review

Evolution Wealth Management held its Unum (UNM) position steady in Q2 2026 at 241 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #456.

Evolution Wealth Management first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Evolution Wealth Management held 241 shares of Unum worth $21.5K as of Q2 2026.
  • Evolution Wealth Management left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Evolution Wealth Management first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.