NewEdge Wealth’s Unum UNM Stock Holding History

NewEdge Wealth’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	$435K	Buy	4,864 +1,310	+37%	+$109K	﹤0.01%	901
2026 Q1	$260K	Sell	3,554 -1,385	-28%	-$103K	﹤0.01%	1009
2025 Q4	$383K	Buy	4,939 +1,388	+39%	+$106K	﹤0.01%	937
2025 Q3	$273K	Hold	3,551	–	–	﹤0.01%	902
2025 Q2	$243K	Sell	3,551 -62	-2%	-$4.9K	﹤0.01%	883
2025 Q1	$294K	Sell	3,613 -150	-4%	-$11.6K	0.01%	777
2024 Q4	$275K	Sell	3,763 -255	-6%	-$17.6K	﹤0.01%	788
2024 Q3	$239K	Buy	+4,018	New	+$218K	﹤0.01%	788

Other funds holding UNM

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NewEdge Wealth's UNM Position: Q2 2026 in Review

NewEdge Wealth increased its Unum (UNM) stake by 37% in Q2 2026, buying an estimated $109K and bringing the position to 4,864 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

NewEdge Wealth first reported a position in UNM in Q3 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

NewEdge Wealth held 4,864 shares of Unum worth $435K as of Q2 2026.
NewEdge Wealth bought 1,310 Unum shares in Q2 2026, an estimated $109K.
Unum made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #901 holding.
NewEdge Wealth first reported a position in Unum in Q3 2024 and has held it in 8 quarters since.
763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.