Independent Advisor Alliance’s Unum UNM Stock Holding History

Independent Advisor Alliance’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	$288K	Buy	3,221 +416	+15%	+$34.5K	0.01%	845
2026 Q1	$205K	Buy	+2,805	New	+$209K	﹤0.01%	1493

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Advisor Alliance's UNM Position: Q2 2026 in Review

Independent Advisor Alliance increased its Unum (UNM) stake by 15% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,221 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #845.

Independent Advisor Alliance first reported a position in UNM in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Independent Advisor Alliance held 3,221 shares of Unum worth $288K as of Q2 2026.
Independent Advisor Alliance bought 416 Unum shares in Q2 2026, an estimated $34.5K.
Unum made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #845 holding.
Independent Advisor Alliance first reported a position in Unum in Q1 2026 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.