Hennion & Walsh Asset Management’s Unum UNM Stock Holding History

Hennion & Walsh Asset 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	$676K	Sell	7,561 -1	-0%	-$83	0.02%	672
2026 Q1	$552K	Sell	7,562 -104	-1%	-$7.76K	0.02%	689
2025 Q4	$594K	Sell	7,666 -117	-2%	-$8.95K	0.02%	660
2025 Q3	$605K	Buy	7,783 +321	+4%	+$24.1K	0.02%	658
2025 Q2	$603K	Buy	7,462 +1,792	+32%	+$142K	0.02%	622
2025 Q1	$462K	Buy	+5,670	New	+$437K	0.02%	653

Other funds holding UNM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Hennion & Walsh Asset Management's UNM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Unum (UNM) stake by 0.01% in Q2 2026, selling an estimated $83 and leaving 7,561 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #672.

Hennion & Walsh Asset Management first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Hennion & Walsh Asset Management held 7,561 shares of Unum worth $676K as of Q2 2026.
Hennion & Walsh Asset Management sold 1 Unum share in Q2 2026, an estimated $83.
Unum made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #672 holding.
Hennion & Walsh Asset Management first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.