Evolve Private Wealth’s Unum UNM Stock Holding History

Evolve Private Wealth’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	$249K	Sell	2,790 -726	-21%	-$60.2K	0.02%	826
2026 Q1	$257K	Sell	3,516 -247	-7%	-$18.4K	0.01%	839
2025 Q4	$292K	Buy	+3,763	New	+$288K	0.02%	735

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evolve Private Wealth's UNM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Unum (UNM) stake by 21% in Q2 2026, selling an estimated $60.2K and leaving 2,790 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #826.

Evolve Private Wealth first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Evolve Private Wealth held 2,790 shares of Unum worth $249K as of Q2 2026.
Evolve Private Wealth sold 726 Unum shares in Q2 2026, an estimated $60.2K.
Unum made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #826 holding.
Evolve Private Wealth first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
Evolve Private Wealth's Unum position peaked at $292K in Q4 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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