MWPCG
UNM icon

Measured Wealth Private Client Group’s Unum UNM Stock Holding History

Measured Wealth Private Client Group’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 		$753 Sell
8
-275
-97% -$22.8K ﹤0.01% 660
2026
Q1 		$20.7K Sell
283
-1,783
-86% -$133K 0.01% 467
2025
Q4 		$160K Sell
2,066
-3,269
-61% -$250K 0.04% 216
2025
Q3 		$415K Sell
5,335
-6,698
-56% -$502K 0.11% 115
2025
Q2 		$972K Buy
12,033
+2,365
+24% +$187K 0.29% 45
2025
Q1 		$788K Buy
9,668
+2,392
+33% +$184K 0.25% 54
2024
Q4 		$531K Buy
+7,276
New +$502K 0.17% 76
2024
Q2 		– Sell
-8,186
Closed -$439K – 210
2024
Q1 		$439K Sell
8,186
-2,114
-21% -$103K 0.15% 104
2023
Q4 		$466K Sell
10,300
-5,491
-35% -$250K 0.17% 102
2023
Q3 		$777K Buy
15,791
+1,376
+10% +$67.3K 0.31% 52
2023
Q2 		$688K Buy
14,415
+1,484
+11% +$64.7K 0.26% 57
2023
Q1 		$512K Buy
12,931
+3,765
+41% +$155K 0.2% 81
2022
Q4 		$376K Buy
9,166
+963
+12% +$40.3K 0.15% 91
2022
Q3 		$318K Buy
8,203
+1,581
+24% +$57.8K 0.14% 100
2022
Q2 		$225K Buy
+6,622
New +$224K 0.1% 146
2021
Q4 		– Sell
-8,867
Closed -$222K – 166
2021
Q3 		$222K Sell
8,867
-1,720
-16% -$45.5K 0.09% 147
2021
Q2 		$301K Buy
10,587
+3,376
+47% +$99.2K 0.1% 141
2021
Q1 		$201K Buy
+7,211
New +$187K 0.07% 157

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 $3.37T AUM 44.26% 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

Measured Wealth Private Client Group's UNM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Unum (UNM) stake by 97% in Q2 2026, selling an estimated $22.8K and leaving 8 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Measured Wealth Private Client Group first reported a position in UNM in Q1 2021 and has held it in 18 quarters since. The position peaked at $972K in Q2 2025. 762 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Measured Wealth Private Client Group held 8 shares of Unum worth $753 as of Q2 2026.
  • Measured Wealth Private Client Group sold 275 Unum shares in Q2 2026, an estimated $22.8K.
  • Unum made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #660 holding.
  • Measured Wealth Private Client Group first reported a position in Unum in Q1 2021 and has held it in 18 quarters since.
  • Measured Wealth Private Client Group's Unum position peaked at $972K in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.