Quaker Wealth Management
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
Q3 		$176 Hold
2
– – ﹤0.01% 869
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

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Quaker Wealth Management's UNM Position: Q3 2026 in Review

Quaker Wealth Management held its Unum (UNM) position steady in Q3 2026 at 2 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Quaker Wealth Management first reported a position in UNM in Q2 2025 and has held it in 6 quarters since. The position peaked at $404 in Q2 2025. 399 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Quaker Wealth Management held 2 shares of Unum worth $176 as of Q3 2026.
  • Quaker Wealth Management left its Unum share count unchanged in Q3 2026.
  • Unum made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #869 holding.
  • Quaker Wealth Management first reported a position in Unum in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Unum position peaked at $404 in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.