JPL Wealth Management’s Unum UNM Stock Holding History

JPL Wealth Management’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	$63.7K	Sell	713 -3	-0.4%	-$249	0.01%	229
2026 Q1	$52.3K	Buy	+716	New	+$53.4K	0.01%	230
2025 Q4	–	Sell	-728	Closed	-$56.6K	–	1068
2025 Q3	$56.6K	Buy	+728	New	+$54.6K	0.01%	237

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 $3.37T AUM 44.26% 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

JPL Wealth Management's UNM Position: Q2 2026 in Review

JPL Wealth Management reduced its Unum (UNM) stake by 0.42% in Q2 2026, selling an estimated $249 and leaving 713 shares worth $63.7K. The position accounts for 0.01% of the portfolio, ranked #229.

JPL Wealth Management first reported a position in UNM in Q3 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

JPL Wealth Management held 713 shares of Unum worth $63.7K as of Q2 2026.
JPL Wealth Management sold 3 Unum shares in Q2 2026, an estimated $249.
Unum made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #229 holding.
JPL Wealth Management first reported a position in Unum in Q3 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.