HWP
UNM icon

Highline Wealth Partners’s Unum UNM Stock Holding History

Highline Wealth Partners’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 		$358 Hold
4
– – ﹤0.01% 1363
2026
Q1 		$292 Hold
4
– – ﹤0.01% 1267
2025
Q4 		$310 Hold
4
– – ﹤0.01% 1029
2025
Q3 		$311 Hold
4
– – ﹤0.01% 1038
2025
Q2 		$323 Sell
4
-2
-33% -$158 ﹤0.01% 835
2025
Q1 		$489 Buy
+6
New +$463 ﹤0.01% 849

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

Highline Wealth Partners's UNM Position: Q2 2026 in Review

Highline Wealth Partners held its Unum (UNM) position steady in Q2 2026 at 4 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Highline Wealth Partners first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. The position peaked at $489 in Q1 2025. 112 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Highline Wealth Partners held 4 shares of Unum worth $358 as of Q2 2026.
  • Highline Wealth Partners left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1363 holding.
  • Highline Wealth Partners first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's Unum position peaked at $489 in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.