Paulson Wealth Management
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
Q3 		$286K Sell
3,261
-596
-15% -$54.1K 0.06% 116
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Paulson Wealth Management's UNM Position: Q3 2026 in Review

Paulson Wealth Management reduced its Unum (UNM) stake by 15% in Q3 2026, selling an estimated $54.1K and leaving 3,261 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #116.

Paulson Wealth Management first reported a position in UNM in Q2 2023 and has held it in 14 quarters since. The position peaked at $345K in Q2 2026. 460 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Paulson Wealth Management held 3,261 shares of Unum worth $286K as of Q3 2026.
  • Paulson Wealth Management sold 596 Unum shares in Q3 2026, an estimated $54.1K.
  • Unum made up 0.06% of Paulson Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Paulson Wealth Management first reported a position in Unum in Q2 2023 and has held it in 14 quarters since.
  • Paulson Wealth Management's Unum position peaked at $345K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.