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UNM icon

GWN Securities’s Unum UNM Stock Holding History

GWN Securities’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 		$708K Buy
+7,920
New +$656K 0.12% 226
2026
Q1 		– Sell
-7,677
Closed -$595K – 491
2025
Q4 		$595K Buy
7,677
+1,787
+30% +$137K 0.12% 197
2025
Q3 		$459K Buy
5,890
+70
+1% +$5.25K 0.11% 214
2025
Q2 		$472K Buy
5,820
+2,860
+97% +$226K 0.09% 216
2025
Q1 		$241K Buy
+2,960
New +$228K 0.01% 635

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

GWN Securities's UNM Position: Q2 2026 in Review

GWN Securities opened a new position in Unum (UNM) in Q2 2026: 7,920 shares worth $708K. The stake represents 0.12% of the portfolio and ranks #226 among its holdings. This is a return to the name: GWN Securities previously reported a position in UNM as recently as Q4 2025.

GWN Securities first reported a position in UNM in Q1 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • GWN Securities held 7,920 shares of Unum worth $708K as of Q2 2026.
  • Unum was a new GWN Securities position in Q2 2026.
  • Unum made up 0.12% of GWN Securities's portfolio in Q2 2026, its #226 holding.
  • GWN Securities first reported a position in Unum in Q1 2025 and has held it in 5 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.