Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.2K Hold
427
﹤0.01% 411
2026
Q1
$31.2K Hold
427
﹤0.01% 438
2025
Q4
$33.1K Hold
427
﹤0.01% 417
2025
Q3
$33.2K Hold
427
﹤0.01% 373
2025
Q2
$34.5K Hold
427
﹤0.01% 362
2025
Q1
$34.8K Buy
+427
New +$32.9K ﹤0.01% 415

Other funds holding UNM

N.E.W. Advisory Services's UNM Position: Q2 2026 in Review

N.E.W. Advisory Services held its Unum (UNM) position steady in Q2 2026 at 427 shares worth $38.2K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

N.E.W. Advisory Services first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • N.E.W. Advisory Services held 427 shares of Unum worth $38.2K as of Q2 2026.
  • N.E.W. Advisory Services left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #411 holding.
  • N.E.W. Advisory Services first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.