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Ponta Wealth Partners’s Unum UNM Stock Holding History

Ponta Wealth Partners’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 		$201K Buy
+2,249
New +$186K 0.11% 196

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Fidelity Investments
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State Street
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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

Ponta Wealth Partners's UNM Position: Q2 2026 in Review

Ponta Wealth Partners opened a new position in Unum (UNM) in Q2 2026: 2,249 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #196 among its holdings.

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

  • Ponta Wealth Partners held 2,249 shares of Unum worth $201K as of Q2 2026.
  • Unum was a new Ponta Wealth Partners position in Q2 2026.
  • Unum made up 0.11% of Ponta Wealth Partners's portfolio in Q2 2026, its #196 holding.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.