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Fulcrum Wealth Advisors’s Unum UNM Stock Holding History

Fulcrum Wealth Advisors’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 		$345K Sell
3,859
-21,338
-85% -$1.77M 0.26% 59
2026
Q1 		$1.84M Sell
25,197
-5,328
-17% -$398K 1.52% 23
2025
Q4 		$2.37M Buy
+30,525
New +$2.33M 1.95% 21

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

Fulcrum Wealth Advisors's UNM Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Unum (UNM) stake by 85% in Q2 2026, selling an estimated $1.77M and leaving 3,859 shares worth $345K. The position accounts for 0.26% of the portfolio, ranked #59.

Fulcrum Wealth Advisors first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q4 2025. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Fulcrum Wealth Advisors held 3,859 shares of Unum worth $345K as of Q2 2026.
  • Fulcrum Wealth Advisors sold 21,338 Unum shares in Q2 2026, an estimated $1.77M.
  • Unum made up 0.26% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Fulcrum Wealth Advisors first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Unum position peaked at $2.37M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.