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Focus Partners Advisor Solutions’s Unum UNM Stock Holding History

Focus Partners Advisor Solutions’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 		$430K Buy
+4,806
New +$398K ﹤0.01% 864
2025
Q4 		– Sell
-3,701
Closed -$287K – 1264
2025
Q3 		$287K Buy
+3,701
New +$277K ﹤0.01% 925
2025
Q2 		– Sell
-4,373
Closed -$356K – 1174
2025
Q1 		$356K Buy
+4,373
New +$337K 0.01% 695
2024
Q4 		– Sell
-3,577
Closed -$213K – 873
2024
Q3 		$213K Buy
+3,577
New +$194K ﹤0.01% 702

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

Focus Partners Advisor Solutions's UNM Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Unum (UNM) in Q2 2026: 4,806 shares worth $430K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in UNM as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in UNM in Q3 2024 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Focus Partners Advisor Solutions held 4,806 shares of Unum worth $430K as of Q2 2026.
  • Unum was a new Focus Partners Advisor Solutions position in Q2 2026.
  • Unum made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #864 holding.
  • Focus Partners Advisor Solutions first reported a position in Unum in Q3 2024 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.