Heritage Wealth Advisors’s Unum UNM Stock Holding History

Heritage 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	$7.42K	Hold	83	–	–	﹤0.01%	542
2026 Q1	$6.06K	Sell	83 -304	-79%	-$22.7K	﹤0.01%	553
2025 Q4	$30K	Hold	387	–	–	﹤0.01%	365
2025 Q3	$30.1K	Hold	387	–	–	﹤0.01%	344
2025 Q2	$31.3K	Hold	387	–	–	﹤0.01%	335
2025 Q1	$31.5K	Sell	387 -18	-4%	-$1.39K	﹤0.01%	333
2024 Q4	$29.6K	Buy	405 +18	+5%	+$1.24K	﹤0.01%	357
2024 Q3	$23K	Buy	387 +83	+27%	+$4.51K	﹤0.01%	388
2024 Q2	$15.5K	Hold	304	–	–	﹤0.01%	396
2024 Q1	$16.3K	Hold	304	–	–	﹤0.01%	409
2023 Q4	$13.7K	Hold	304	–	–	﹤0.01%	436
2023 Q3	$15K	Hold	304	–	–	﹤0.01%	399
2023 Q2	$14.5K	Hold	304	–	–	﹤0.01%	415
2023 Q1	$12K	Hold	304	–	–	﹤0.01%	433
2022 Q4	$12.5K	Hold	304	–	–	﹤0.01%	440
2022 Q3	$11.8K	Hold	304	–	–	﹤0.01%	413
2022 Q2	$10K	Hold	304	–	–	﹤0.01%	465
2022 Q1	$10K	Hold	304	–	–	﹤0.01%	441
2021 Q4	$7K	Hold	304	–	–	﹤0.01%	469
2021 Q3	$7.62K	Hold	304	–	–	﹤0.01%	448
2021 Q2	$8.63K	Hold	304	–	–	﹤0.01%	454
2021 Q1	$8.46K	Hold	304	–	–	﹤0.01%	470
2020 Q4	$7K	Hold	304	–	–	﹤0.01%	479
2020 Q3	$5.12K	Hold	304	–	–	﹤0.01%	425
2020 Q2	$5.04K	Hold	304	–	–	﹤0.01%	406
2020 Q1	$4.56K	Hold	304	–	–	﹤0.01%	403
2019 Q4	$8.87K	Hold	304	–	–	﹤0.01%	425
2019 Q3	$9K	Buy	+304	New	+$9.03K	﹤0.01%	399

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Heritage Wealth Advisors held its Unum (UNM) position steady in Q2 2026 at 83 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Heritage Wealth Advisors first reported a position in UNM in Q3 2019 and has held it in 28 quarters since. The position peaked at $31.5K in Q1 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Heritage Wealth Advisors held 83 shares of Unum worth $7.42K as of Q2 2026.
Heritage Wealth Advisors left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #542 holding.
Heritage Wealth Advisors first reported a position in Unum in Q3 2019 and has held it in 28 quarters since.
Heritage Wealth Advisors's Unum position peaked at $31.5K in Q1 2025.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.