Focus Partners Wealth
UNM icon

Focus Partners Wealth’s Unum UNM Stock Holding History

Focus Partners 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 		$5.15M Buy
57,574
+12,430
+28% +$1.03M 0.01% 949
2026
Q1 		$3.32M Sell
45,144
-668
-1% -$49.9K ﹤0.01% 1091
2025
Q4 		$3.55M Buy
45,812
+31,254
+215% +$2.39M ﹤0.01% 1088
2025
Q3 		$1.13M Buy
14,558
+5,715
+65% +$428K ﹤0.01% 1238
2025
Q2 		$714K Buy
8,843
+3,613
+69% +$285K ﹤0.01% 1280
2025
Q1 		$426K Buy
5,230
+58
+1% +$4.47K ﹤0.01% 1414
2024
Q4 		$378K Buy
5,172
+1,118
+28% +$77.1K ﹤0.01% 1449
2024
Q3 		$241K Buy
+4,054
New +$220K ﹤0.01% 1389

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 Wealth's UNM Position: Q2 2026 in Review

Focus Partners Wealth increased its Unum (UNM) stake by 28% in Q2 2026, buying an estimated $1.03M and bringing the position to 57,574 shares worth $5.15M. The position accounts for 0.01% of the portfolio, ranked #949.

Focus Partners Wealth first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Focus Partners Wealth held 57,574 shares of Unum worth $5.15M as of Q2 2026.
  • Focus Partners Wealth bought 12,430 Unum shares in Q2 2026, an estimated $1.03M.
  • Unum made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #949 holding.
  • Focus Partners Wealth first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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