McGuire Capital Advisors’s Unum UNM Stock Holding History

McGuire Capital Advisors’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	$536	Hold	6	–	–	﹤0.01%	824
2026 Q1	$438	Hold	6	–	–	﹤0.01%	794
2025 Q4	$465	Buy	+6	New	+$459	﹤0.01%	865

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

McGuire Capital Advisors's UNM Position: Q2 2026 in Review

McGuire Capital Advisors held its Unum (UNM) position steady in Q2 2026 at 6 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #824.

McGuire Capital Advisors first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

McGuire Capital Advisors held 6 shares of Unum worth $536 as of Q2 2026.
McGuire Capital Advisors left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #824 holding.
McGuire Capital Advisors first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.