Raffa Wealth Management’s Unum UNM Stock Holding History

Raffa 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	$358	Buy	4 +1	+33%	+$83	﹤0.01%	1212
2026 Q1	$219	Buy	+3	New	+$224	﹤0.01%	1162
2019 Q1	–	Sell	-68	Closed	-$2K	–	745
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	356
2018 Q3	$2.66K	Buy	68 +51	+300%	+$1.9K	﹤0.01%	339
2018 Q2	$629	Hold	17	–	–	﹤0.01%	717
2018 Q1	$809	Buy	+17	New	+$888	﹤0.01%	681
2017 Q1	–	Sell	-18	Closed	-$791	–	840
2016 Q4	$791	Hold	18	–	–	﹤0.01%	518
2016 Q3	$636	Hold	18	–	–	﹤0.01%	615
2016 Q2	$572	Hold	18	–	–	﹤0.01%	621
2016 Q1	$557	Hold	18	–	–	﹤0.01%	644
2015 Q4	$599	Hold	18	–	–	﹤0.01%	602
2015 Q3	$577	Hold	18	–	–	﹤0.01%	605
2015 Q2	$644	Hold	18	–	–	﹤0.01%	573
2015 Q1	$607	Hold	18	–	–	﹤0.01%	600
2014 Q4	$628	Hold	18	–	–	﹤0.01%	562
2014 Q3	$619	Buy	+18	New	+$633	﹤0.01%	504
2014 Q1	–	Sell	-18	Closed	-$628	–	720
2013 Q4	$628	Buy	+18	New	+$589	﹤0.01%	562

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Raffa Wealth Management increased its Unum (UNM) stake by 33% in Q2 2026, buying an estimated $83 and bringing the position to 4 shares worth $358. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Raffa Wealth Management first reported a position in UNM in Q4 2013 and has held it in 17 quarters since. The position peaked at $2.66K in Q3 2018. 716 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Raffa Wealth Management held 4 shares of Unum worth $358 as of Q2 2026.
Raffa Wealth Management bought 1 Unum share in Q2 2026, an estimated $83.
Unum made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1212 holding.
Raffa Wealth Management first reported a position in Unum in Q4 2013 and has held it in 17 quarters since.
Raffa Wealth Management's Unum position peaked at $2.66K in Q3 2018.
716 funds tracked by Wall St. Rank held Unum as of Q2 2026.

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