PWMG
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Private Wealth Management Group’s Unum UNM Stock Holding History

Private Wealth Management Group’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 		$22.9K Hold
256
– – 0.01% 350
2026
Q1 		$18.7K Hold
256
– – ﹤0.01% 355
2025
Q4 		$19.8K Hold
256
– – 0.01% 331
2025
Q3 		$19.9K Hold
256
– – 0.01% 333
2025
Q2 		$20.7K Sell
256
-48
-16% -$3.79K 0.01% 292
2025
Q1 		$24.8K Sell
304
-17
-5% -$1.31K 0.01% 258
2024
Q4 		$23.4K Sell
321
-21
-6% -$1.45K 0.01% 269
2024
Q3 		$20.3K Hold
342
– – 0.01% 285
2024
Q2 		$17.5K Sell
342
-181
-35% -$9.37K 0.01% 304
2024
Q1 		$28.1K Hold
523
– – 0.01% 222
2023
Q4 		$23.7K Buy
+523
New +$23.8K 0.01% 246

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

Private Wealth Management Group's UNM Position: Q2 2026 in Review

Private Wealth Management Group held its Unum (UNM) position steady in Q2 2026 at 256 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #350.

Private Wealth Management Group first reported a position in UNM in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.1K in Q1 2024. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Private Wealth Management Group held 256 shares of Unum worth $22.9K as of Q2 2026.
  • Private Wealth Management Group left its Unum share count unchanged in Q2 2026.
  • Unum made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #350 holding.
  • Private Wealth Management Group first reported a position in Unum in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Unum position peaked at $28.1K in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.