PWM
UNM icon

Paulson Wealth Management’s Unum UNM Stock Holding History

Paulson Wealth 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 		$345K Hold
3,857
– – 0.07% 102
2026
Q1 		$282K Sell
3,857
-123
-3% -$9.18K 0.07% 111
2025
Q4 		$308K Hold
3,980
– – 0.07% 106
2025
Q3 		$310K Hold
3,980
– – 0.07% 110
2025
Q2 		$321K Buy
3,980
+69
+2% +$5.45K 0.08% 110
2025
Q1 		$319K Buy
3,911
+89
+2% +$6.86K 0.09% 101
2024
Q4 		$279K Sell
3,822
-1,461
-28% -$101K 0.08% 117
2024
Q3 		$314K Buy
5,283
+25
+0.5% +$1.36K 0.08% 111
2024
Q2 		$269K Sell
5,258
-205
-4% -$10.6K 0.08% 115
2024
Q1 		$293K Sell
5,463
-324
-6% -$15.8K 0.09% 111
2023
Q4 		$262K Sell
5,787
-620
-10% -$28.2K 0.08% 113
2023
Q3 		$315K Buy
6,407
+751
+13% +$36.7K 0.11% 99
2023
Q2 		$270K Buy
+5,656
New +$247K 0.09% 103

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Paulson Wealth Management's UNM Position: Q2 2026 in Review

Paulson Wealth Management held its Unum (UNM) position steady in Q2 2026 at 3,857 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #102.

Paulson Wealth Management first reported a position in UNM in Q2 2023 and has held it in 13 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Paulson Wealth Management held 3,857 shares of Unum worth $345K as of Q2 2026.
  • Paulson Wealth Management left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.07% of Paulson Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Paulson Wealth Management first reported a position in Unum in Q2 2023 and has held it in 13 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.