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HFM Investment Advisors’s Unum UNM Stock Holding History

HFM Investment 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 		$2.23K Buy
25
+12
+92% +$994 ﹤0.01% 411
2026
Q1 		$949 Buy
13
+2
+18% +$149 ﹤0.01% 423
2025
Q4 		$853 Hold
11
– – ﹤0.01% 511
2025
Q3 		$856 Sell
11
-3
-21% -$225 ﹤0.01% 438
2025
Q2 		$1.13K Buy
14
+7
+100% +$553 ﹤0.01% 314
2025
Q1 		$571 Buy
+7
New +$540 ﹤0.01% 258

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

HFM Investment Advisors's UNM Position: Q2 2026 in Review

HFM Investment Advisors increased its Unum (UNM) stake by 92% in Q2 2026, buying an estimated $994 and bringing the position to 25 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

HFM Investment Advisors first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • HFM Investment Advisors held 25 shares of Unum worth $2.23K as of Q2 2026.
  • HFM Investment Advisors bought 12 Unum shares in Q2 2026, an estimated $994.
  • Unum made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #411 holding.
  • HFM Investment Advisors first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.