Highline Wealth Partners
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
Q3 		$351 Hold
4
– – ﹤0.01% 1411
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

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LSV Asset Management
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Bank of New York Mellon
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Highline Wealth Partners's UNM Position: Q3 2026 in Review

Highline Wealth Partners held its Unum (UNM) position steady in Q3 2026 at 4 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Highline Wealth Partners first reported a position in UNM in Q1 2025 and has held it in 7 quarters since. The position peaked at $489 in Q1 2025. 401 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Highline Wealth Partners held 4 shares of Unum worth $351 as of Q3 2026.
  • Highline Wealth Partners left its Unum share count unchanged in Q3 2026.
  • Unum made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1411 holding.
  • Highline Wealth Partners first reported a position in Unum in Q1 2025 and has held it in 7 quarters since.
  • Highline Wealth Partners's Unum position peaked at $489 in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.