GM
UNM icon

GeoWealth Management’s Unum UNM Stock Holding History

GeoWealth Management’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 		$466K Buy
5,209
+512
+11% +$42.4K 0.01% 517
2026
Q1 		$343K Buy
+4,697
New +$351K 0.01% 565
2025
Q3 		– Sell
-2,158
Closed -$174K – 1210
2025
Q2 		$174K Sell
2,158
-398
-16% -$31.4K 0.01% 703
2025
Q1 		$208K Sell
2,556
-60
-2% -$4.63K 0.01% 650
2024
Q4 		$191K Sell
2,616
-96
-4% -$6.62K 0.01% 782
2024
Q3 		$161K Buy
2,712
+34
+1% +$1.85K 0.01% 778
2024
Q2 		$137K Buy
2,678
+55
+2% +$2.85K 0.01% 748
2024
Q1 		$141K Buy
2,623
+377
+17% +$18.4K 0.01% 745
2023
Q4 		$102K Buy
2,246
+592
+36% +$27K 0.01% 589
2023
Q3 		$82K Sell
1,654
-78
-5% -$3.81K 0.01% 354
2023
Q2 		$82K Buy
1,732
+1,682
+3,364% +$73.4K 0.01% 300
2023
Q1 		$2K Buy
+50
New +$2.06K ﹤0.01% 374

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

GeoWealth Management's UNM Position: Q2 2026 in Review

GeoWealth Management increased its Unum (UNM) stake by 11% in Q2 2026, buying an estimated $42.4K and bringing the position to 5,209 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #517.

GeoWealth Management first reported a position in UNM in Q1 2023 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • GeoWealth Management held 5,209 shares of Unum worth $466K as of Q2 2026.
  • GeoWealth Management bought 512 Unum shares in Q2 2026, an estimated $42.4K.
  • Unum made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #517 holding.
  • GeoWealth Management first reported a position in Unum in Q1 2023 and has held it in 12 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.