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Legacy Wealth Management (Idaho)’s Unum UNM Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-411
Closed -$30K – 913
2026
Q1 		$30K Hold
411
– – 0.01% 335
2025
Q4 		$31.9K Buy
411
+41
+11% +$3.14K 0.02% 273
2025
Q3 		$28.8K Hold
370
– – 0.01% 232
2025
Q2 		$29.9K Hold
370
– – 0.02% 203
2025
Q1 		$30.1K Hold
370
– – 0.02% 195
2024
Q4 		$28.5K Hold
370
– – 0.02% 173
2024
Q3 		$26.3K Buy
+370
New +$20.1K 0.02% 182

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s UNM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Unum (UNM) in Q2 2026, closing a stake of 411 shares — an estimated $30K sold.

Legacy Wealth Management (Idaho) first reported a position in UNM in Q3 2024 and held it in 7 quarters. The position peaked at $31.9K in Q4 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 411 Unum shares in Q2 2026, an estimated $30K.
  • Legacy Wealth Management (Idaho) first reported a position in Unum in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Unum position peaked at $31.9K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.