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Physician Wealth Advisors’s Unum UNM Stock Holding History

Physician Wealth Advisors’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 		$9.12K Buy
102
+32
+46% +$2.65K ﹤0.01% 893
2026
Q1 		$5.11K Buy
70
+60
+600% +$4.48K ﹤0.01% 999
2025
Q4 		$775 Sell
10
-55
-85% -$4.21K ﹤0.01% 1715
2025
Q3 		$5.06K Hold
65
– – ﹤0.01% 925
2025
Q2 		$5.25K Buy
65
+55
+550% +$4.34K ﹤0.01% 786
2025
Q1 		$815 Hold
10
– – ﹤0.01% 1223
2024
Q4 		$731 Buy
+10
New +$689 ﹤0.01% 1022

Other funds holding UNM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's UNM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Unum (UNM) stake by 46% in Q2 2026, buying an estimated $2.65K and bringing the position to 102 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Physician Wealth Advisors first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Physician Wealth Advisors held 102 shares of Unum worth $9.12K as of Q2 2026.
  • Physician Wealth Advisors bought 32 Unum shares in Q2 2026, an estimated $2.65K.
  • Unum made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #893 holding.
  • Physician Wealth Advisors first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • 136 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.