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FourThought Financial Partners’s Unum UNM Stock Holding History

FourThought Financial Partners’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 		$594K Sell
6,644
-109
-2% -$9.03K 0.05% 191
2026
Q1 		$493K Buy
6,753
+2,409
+55% +$180K 0.04% 187
2025
Q4 		$337K Buy
4,344
+5
+0.1% +$382 0.03% 288
2025
Q3 		$337K Buy
4,339
+108
+3% +$8.09K 0.03% 278
2025
Q2 		$342K Sell
4,231
-436
-9% -$34.4K 0.03% 221
2025
Q1 		$380K Hold
4,667
– – 0.04% 213
2024
Q4 		$341K Buy
+4,667
New +$322K 0.04% 233
2024
Q2 		– Sell
-4,622
Closed -$248K – 317
2024
Q1 		$248K Sell
4,622
-485
-9% -$23.6K 0.03% 278
2023
Q4 		$231K Buy
5,107
+35
+0.7% +$1.59K 0.03% 287
2023
Q3 		$249K Buy
5,072
+20
+0.4% +$978 0.03% 264
2023
Q2 		$241K Sell
5,052
-20
-0.4% -$873 0.03% 286
2023
Q1 		$201K Sell
5,072
-16
-0.3% -$661 0.03% 309
2022
Q4 		$209K Buy
+5,088
New +$213K 0.03% 300

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 $3.38T AUM 44.17% 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

FourThought Financial Partners's UNM Position: Q2 2026 in Review

FourThought Financial Partners reduced its Unum (UNM) stake by 1.6% in Q2 2026, selling an estimated $9.03K and leaving 6,644 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #191.

FourThought Financial Partners first reported a position in UNM in Q4 2022 and has held it in 13 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • FourThought Financial Partners held 6,644 shares of Unum worth $594K as of Q2 2026.
  • FourThought Financial Partners sold 109 Unum shares in Q2 2026, an estimated $9.03K.
  • Unum made up 0.05% of FourThought Financial Partners's portfolio in Q2 2026, its #191 holding.
  • FourThought Financial Partners first reported a position in Unum in Q4 2022 and has held it in 13 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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