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 Q3	$261K	Sell	2,958 -577	-16%	-$52.3K	0.07%	329
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%	-$4.66K	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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $272M AUM 22.19% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Net Worth Advisory Group's UNM Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Unum (UNM) stake by 16% in Q3 2026, selling an estimated $52.3K and leaving 2,958 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #329.

Net Worth Advisory Group first reported a position in UNM in Q3 2024 and has held it in 9 quarters since. The position peaked at $468K in Q2 2025. 158 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

Net Worth Advisory Group held 2,958 shares of Unum worth $261K as of Q3 2026.
Net Worth Advisory Group sold 577 Unum shares in Q3 2026, an estimated $52.3K.
Unum made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #329 holding.
Net Worth Advisory Group first reported a position in Unum in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Unum position peaked at $468K in Q2 2025.
158 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.