HWA
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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 		– Hold
0
– – – 37
2026
Q1 		– Hold
0
– – – 43
2025
Q4 		– Hold
0
– – – 40

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 109 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.
  • 109 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.