Monetary Solutions’s Unum UNM Stock Holding History

Monetary Solutions’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	$16.3K	Hold	182	–	–	0.01%	181
2026 Q1	$13.3K	Hold	182	–	–	0.01%	184
2025 Q4	$14.1K	Buy	+182	New	+$13.9K	0.01%	182

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Monetary Solutions's UNM Position: Q2 2026 in Review

Monetary Solutions held its Unum (UNM) position steady in Q2 2026 at 182 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #181.

Monetary Solutions first reported a position in UNM in Q4 2025 and has held it in 3 quarters since. 590 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Monetary Solutions held 182 shares of Unum worth $16.3K as of Q2 2026.
Monetary Solutions left its Unum share count unchanged in Q2 2026.
Unum made up 0.01% of Monetary Solutions's portfolio in Q2 2026, its #181 holding.
Monetary Solutions first reported a position in Unum in Q4 2025 and has held it in 3 quarters since.
590 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.