HWM
UNM icon

HB Wealth Management’s Unum UNM Stock Holding History

HB Wealth 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 		$1.65M Buy
18,464
+2,352
+15% +$195K 0.01% 533
2026
Q1 		$1.18M Buy
16,112
+2,437
+18% +$182K 0.01% 605
2025
Q4 		$1.06M Buy
13,675
+3,956
+41% +$303K 0.01% 604
2025
Q3 		$756K Buy
9,719
+1,163
+14% +$87.2K 0.01% 696
2025
Q2 		$691K Sell
8,556
-9
-0.1% -$711 0.01% 639
2025
Q1 		$698K Buy
8,565
+2,637
+44% +$203K 0.01% 659
2024
Q4 		$433K Buy
5,928
+2,146
+57% +$148K ﹤0.01% 669
2024
Q3 		$225K Buy
+3,782
New +$205K ﹤0.01% 857
2023
Q4 		– Sell
-7,967
Closed -$392K – 827
2023
Q3 		$392K Buy
+7,967
New +$389K 0.01% 499

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

HB Wealth Management's UNM Position: Q2 2026 in Review

HB Wealth Management increased its Unum (UNM) stake by 15% in Q2 2026, buying an estimated $195K and bringing the position to 18,464 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #533.

HB Wealth Management first reported a position in UNM in Q3 2023 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • HB Wealth Management held 18,464 shares of Unum worth $1.65M as of Q2 2026.
  • HB Wealth Management bought 2,352 Unum shares in Q2 2026, an estimated $195K.
  • Unum made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #533 holding.
  • HB Wealth Management first reported a position in Unum in Q3 2023 and has held it in 9 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.