Occidental Asset Management’s Unum UNM Stock Holding History

Occidental Asset Management’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	$204K	Buy	+2,284	New	+$189K	0.02%	306

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

Occidental Asset Management's UNM Position: Q2 2026 in Review

Occidental Asset Management opened a new position in Unum (UNM) in Q2 2026: 2,284 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Occidental Asset Management held 2,284 shares of Unum worth $204K as of Q2 2026.
Unum was a new Occidental Asset Management position in Q2 2026.
Unum made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #306 holding.
759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.