Meriwether Wealth & Planning’s Unum UNM Stock Holding History

Meriwether Wealth & Planning’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 Q3	$6.58K	Buy	+75	New	+$6.8K	﹤0.01%	477

Other funds holding UNM

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Meriwether Wealth & Planning's UNM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Unum (UNM) in Q3 2026: 75 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings.

217 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Meriwether Wealth & Planning held 75 shares of Unum worth $6.58K as of Q3 2026.
Unum was a new Meriwether Wealth & Planning position in Q3 2026.
Unum made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #477 holding.
217 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.