Lloyd Advisory Services’s Unum UNM Stock Holding History

Lloyd Advisory Services’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	-57	Closed	-$4.16K	–	990
2026 Q1	$4.16K	Buy	+57	New	+$4.25K	﹤0.01%	587

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

Lloyd Advisory Services's UNM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Unum (UNM) in Q2 2026, closing a stake of 57 shares — an estimated $4.16K sold.

Lloyd Advisory Services first reported a position in UNM in Q1 2026 and held it in 1 quarter. The position peaked at $4.16K in Q1 2026. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Lloyd Advisory Services reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 57 Unum shares in Q2 2026, an estimated $4.16K.
Lloyd Advisory Services first reported a position in Unum in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Unum position peaked at $4.16K in Q1 2026.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.