Mirabella Financial Services’s Unum UNM Stock Holding History

Mirabella Financial 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	-4,507	Closed	-$329K	–	1164
2026 Q1	$329K	Sell	4,507 -2,786	-38%	-$208K	0.03%	458
2025 Q4	$565K	Buy	+7,293	New	+$558K	0.05%	216

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

Mirabella Financial Services's UNM Position: Q2 2026 in Review

Mirabella Financial Services sold out of Unum (UNM) in Q2 2026, closing a stake of 4,507 shares — an estimated $329K sold.

Mirabella Financial Services first reported a position in UNM in Q4 2025 and held it in 2 quarters. The position peaked at $565K in Q4 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Mirabella Financial Services reported no remaining Unum position as of Q2 2026 after selling out during the quarter.
Mirabella Financial Services sold 4,507 Unum shares in Q2 2026, an estimated $329K.
Mirabella Financial Services first reported a position in Unum in Q4 2025 and held it in 2 quarters.
Mirabella Financial Services's Unum position peaked at $565K in Q4 2025.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.