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Principia Wealth Advisory’s Unum UNM Stock Holding History

Principia Wealth Advisory’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 		$983 Buy
11
+1
+10% +$83 ﹤0.01% 766
2026
Q1 		$730 Sell
10
-3
-23% -$224 ﹤0.01% 777
2025
Q4 		$1.01K Buy
13
+2
+18% +$153 ﹤0.01% 665
2025
Q3 		$856 Sell
11
-3
-21% -$225 ﹤0.01% 693
2025
Q2 		$1.13K Buy
14
+3
+27% +$237 ﹤0.01% 529
2025
Q1 		$846 Buy
11
+1
+10% +$77 ﹤0.01% 437
2024
Q4 		$730 Buy
+10
New +$689 ﹤0.01% 433

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

Principia Wealth Advisory's UNM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Unum (UNM) stake by 10% in Q2 2026, buying an estimated $83 and bringing the position to 11 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Principia Wealth Advisory first reported a position in UNM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13K in Q2 2025. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Principia Wealth Advisory held 11 shares of Unum worth $983 as of Q2 2026.
  • Principia Wealth Advisory bought 1 Unum share in Q2 2026, an estimated $83.
  • Unum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #766 holding.
  • Principia Wealth Advisory first reported a position in Unum in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Unum position peaked at $1.13K in Q2 2025.
  • 761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.