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Mount Yale Investment Advisors’s Unum UNM Stock Holding History

Mount Yale Investment 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 		$526K Buy
+5,883
New +$488K 0.01% 769
2025
Q3 		– Sell
-52
Closed -$4.2K – 1545
2025
Q2 		$4.2K Buy
+52
New +$4.11K ﹤0.01% 1253
2018
Q4 		– Sell
-1,192
Closed -$45K – 764
2018
Q3 		$45K Sell
1,192
-197
-14% -$7.35K 0.01% 622
2018
Q2 		$51K Buy
1,389
+503
+57% +$21K 0.01% 622
2018
Q1 		$42K Buy
+886
New +$46.3K 0.01% 645

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's UNM Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Unum (UNM) in Q2 2026: 5,883 shares worth $526K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in UNM as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in UNM in Q1 2018 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Mount Yale Investment Advisors held 5,883 shares of Unum worth $526K as of Q2 2026.
  • Unum was a new Mount Yale Investment Advisors position in Q2 2026.
  • Unum made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #769 holding.
  • Mount Yale Investment Advisors first reported a position in Unum in Q1 2018 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.