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Fountainhead AM’s Unum UNM Stock Holding History

Fountainhead AM’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 		$269K Buy
3,007
+175
+6% +$14.5K 0.2% 75
2026
Q1 		$207K Buy
+2,832
New +$211K 0.19% 94
2025
Q4 		– Sell
-5,395
Closed -$420K – 230
2025
Q3 		$420K Sell
5,395
-153
-3% -$11.5K 0.06% 135
2025
Q2 		$448K Buy
5,548
+566
+11% +$44.7K 0.07% 124
2025
Q1 		$406K Buy
4,982
+27
+0.5% +$2.08K 0.07% 111
2024
Q4 		$362K Buy
4,955
+40
+0.8% +$2.76K 0.07% 105
2024
Q3 		$292K Buy
4,915
+37
+0.8% +$2.01K 0.06% 108
2024
Q2 		$249K Sell
4,878
-922
-16% -$47.7K 0.06% 113
2024
Q1 		$311K Buy
5,800
+28
+0.5% +$1.36K 0.08% 92
2023
Q4 		$261K Buy
5,772
+64
+1% +$2.92K 0.07% 91
2023
Q3 		$281K Buy
5,708
+42
+0.7% +$2.05K 0.1% 72
2023
Q2 		$270K Buy
5,666
+40
+0.7% +$1.75K 0.1% 62
2023
Q1 		$223K Buy
5,626
+43
+0.8% +$1.78K 0.09% 67
2022
Q4 		$229K Buy
5,583
+44
+0.8% +$1.84K 0.1% 60
2022
Q3 		$215K Buy
+5,539
New +$203K 0.11% 66

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

Fountainhead AM's UNM Position: Q2 2026 in Review

Fountainhead AM increased its Unum (UNM) stake by 6.2% in Q2 2026, buying an estimated $14.5K and bringing the position to 3,007 shares worth $269K. The position accounts for 0.2% of the portfolio, ranked #75.

Fountainhead AM first reported a position in UNM in Q3 2022 and has held it in 15 quarters since. The position peaked at $448K in Q2 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Fountainhead AM held 3,007 shares of Unum worth $269K as of Q2 2026.
  • Fountainhead AM bought 175 Unum shares in Q2 2026, an estimated $14.5K.
  • Unum made up 0.2% of Fountainhead AM's portfolio in Q2 2026, its #75 holding.
  • Fountainhead AM first reported a position in Unum in Q3 2022 and has held it in 15 quarters since.
  • Fountainhead AM's Unum position peaked at $448K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.