HWA
UNM icon

HHM Wealth Advisors’s Unum UNM Stock Holding History

HHM 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 		$2.82M Buy
31,593
+262
+0.8% +$21.7K 0.28% 30
2026
Q1 		$2.29M Hold
31,331
– – 0.26% 31
2025
Q4 		$2.43M Buy
31,331
+32
+0.1% +$2.45K 0.29% 31
2025
Q3 		$2.43M Buy
31,299
+114
+0.4% +$8.54K 0.28% 31
2025
Q2 		$2.52M Buy
31,185
+26,876
+624% +$2.12M 0.3% 28
2025
Q1 		$351K Hold
4,309
– – 0.05% 131
2024
Q4 		$315K Buy
4,309
+5
+0.1% +$345 0.04% 142
2024
Q3 		$256K Hold
4,304
– – 0.04% 147
2024
Q2 		$220K Hold
4,304
– – 0.03% 158
2024
Q1 		$231K Buy
4,304
+194
+5% +$9.46K 0.04% 136
2023
Q4 		$186K Hold
4,110
– – 0.03% 146
2023
Q3 		$202K Hold
4,110
– – 0.04% 127
2023
Q2 		$196K Hold
4,110
– – 0.04% 137
2023
Q1 		$163K Buy
4,110
+754
+22% +$31.1K 0.03% 146
2022
Q4 		$138K Hold
3,356
– – 0.03% 149
2022
Q3 		$130K Hold
3,356
– – 0.03% 145
2022
Q2 		$114K Hold
3,356
– – 0.03% 183
2022
Q1 		$106K Hold
3,356
– – 0.02% 213
2021
Q4 		$82K Sell
3,356
-538
-14% -$13.8K 0.02% 243
2021
Q3 		$98K Sell
3,894
-699
-15% -$18.5K 0.03% 208
2021
Q2 		$130K Buy
4,593
+82
+2% +$2.41K 0.04% 180
2021
Q1 		$126K Buy
4,511
+57
+1% +$1.48K 0.04% 162
2020
Q4 		$102K Sell
4,454
-899
-17% -$18.6K 0.04% 168
2020
Q3 		$90K Sell
5,353
-216
-4% -$3.84K 0.04% 162
2020
Q2 		$92K Buy
5,569
+141
+3% +$2.23K 0.04% 154
2020
Q1 		$81K Buy
+5,428
New +$131K 0.04% 145

Other funds holding UNM

Swedbank
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
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
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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

HHM Wealth Advisors increased its Unum (UNM) stake by 0.84% in Q2 2026, buying an estimated $21.7K and bringing the position to 31,593 shares worth $2.82M. The position accounts for 0.28% of the portfolio, ranked #30.

HHM Wealth Advisors first reported a position in UNM in Q1 2020 and has held it in 26 quarters since. 94 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • HHM Wealth Advisors held 31,593 shares of Unum worth $2.82M as of Q2 2026.
  • HHM Wealth Advisors bought 262 Unum shares in Q2 2026, an estimated $21.7K.
  • Unum made up 0.28% of HHM Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • HHM Wealth Advisors first reported a position in Unum in Q1 2020 and has held it in 26 quarters since.
  • 94 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.