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Pinnacle Wealth Planning Services’s Unum UNM Stock Holding History

Pinnacle Wealth Planning Services’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 		$46.8K Hold
524
– – ﹤0.01% 1310
2026
Q1 		$38.3K Buy
524
+54
+11% +$4.03K ﹤0.01% 1349
2025
Q4 		$36.4K Buy
+470
New +$35.9K ﹤0.01% 1405
2021
Q1 		– Sell
-669
Closed -$15K – 1855
2020
Q4 		$15K Buy
+669
New +$13.8K ﹤0.01% 1269

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

Pinnacle Wealth Planning Services's UNM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Unum (UNM) position steady in Q2 2026 at 524 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Pinnacle Wealth Planning Services first reported a position in UNM in Q4 2020 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 524 shares of Unum worth $46.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1310 holding.
  • Pinnacle Wealth Planning Services first reported a position in Unum in Q4 2020 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.