Net Worth Advisory Group’s Unum UNM Stock Holding History

Net Worth Advisory Group’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	$316K	Sell	3,535 -212	-6%	-$17.6K	0.08%	269
2026 Q1	$274K	Sell	3,747 -509	-12%	-$38K	0.06%	333
2025 Q4	$330K	Sell	4,256 -61	-1%	-$4.67K	0.07%	286
2025 Q3	$336K	Sell	4,317 -1,473	-25%	-$110K	0.1%	240
2025 Q2	$468K	Buy	5,790 +307	+6%	+$24.2K	0.1%	202
2025 Q1	$447K	Buy	5,483 +111	+2%	+$8.56K	0.14%	169
2024 Q4	$392K	Buy	5,372 +63	+1%	+$4.34K	0.12%	200
2024 Q3	$316K	Buy	+5,309	New	+$288K	0.09%	260

Other funds holding UNM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Net Worth Advisory Group's UNM Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Unum (UNM) stake by 5.7% in Q2 2026, selling an estimated $17.6K and leaving 3,535 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #269.

Net Worth Advisory Group first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. The position peaked at $468K in Q2 2025. 125 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Net Worth Advisory Group held 3,535 shares of Unum worth $316K as of Q2 2026.
Net Worth Advisory Group sold 212 Unum shares in Q2 2026, an estimated $17.6K.
Unum made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #269 holding.
Net Worth Advisory Group first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Unum position peaked at $468K in Q2 2025.
125 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.