QWM
UNM icon

Quaker Wealth Management’s Unum UNM Stock Holding History

Quaker Wealth Management’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 		$179 Hold
2
– – ﹤0.01% 886
2026
Q1 		$147 Hold
2
– – ﹤0.01% 893
2025
Q4 		$155 Hold
2
– – ﹤0.01% 894
2025
Q3 		$156 Sell
2
-3
-60% -$225 ﹤0.01% 799
2025
Q2 		$404 Buy
+5
New +$395 ﹤0.01% 652

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Quaker Wealth Management's UNM Position: Q2 2026 in Review

Quaker Wealth Management held its Unum (UNM) position steady in Q2 2026 at 2 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Quaker Wealth Management first reported a position in UNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $404 in Q2 2025. 213 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Quaker Wealth Management held 2 shares of Unum worth $179 as of Q2 2026.
  • Quaker Wealth Management left its Unum share count unchanged in Q2 2026.
  • Unum made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #886 holding.
  • Quaker Wealth Management first reported a position in Unum in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Unum position peaked at $404 in Q2 2025.
  • 213 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.