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High Note Wealth’s Unum UNM Stock Holding History

High Note Wealth’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 		$5.18K Buy
58
+18
+45% +$1.49K ﹤0.01% 590
2026
Q1 		$2.92K Sell
40
-28
-41% -$2.09K ﹤0.01% 713
2025
Q4 		$5.27K Buy
68
+28
+70% +$2.14K ﹤0.01% 484
2025
Q3 		$3.11K Sell
40
-38
-49% -$2.85K ﹤0.01% 626
2025
Q2 		$6.3K Buy
78
+16
+26% +$1.26K ﹤0.01% 361
2025
Q1 		$5.05K Buy
62
+22
+55% +$1.7K ﹤0.01% 407
2024
Q4 		$2.92K Buy
+40
New +$2.76K ﹤0.01% 628

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

High Note Wealth's UNM Position: Q2 2026 in Review

High Note Wealth increased its Unum (UNM) stake by 45% in Q2 2026, buying an estimated $1.49K and bringing the position to 58 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

High Note Wealth first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.3K in Q2 2025. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • High Note Wealth held 58 shares of Unum worth $5.18K as of Q2 2026.
  • High Note Wealth bought 18 Unum shares in Q2 2026, an estimated $1.49K.
  • Unum made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #590 holding.
  • High Note Wealth first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Unum position peaked at $6.3K in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.