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Retirement Wealth Solutions’s Unum UNM Stock Holding History

Retirement Wealth Solutions’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 		$3.33K Sell
38
-2
-5% -$181 ﹤0.01% 475
2026
Q2 		$3.58K Buy
40
+6
+18% +$497 ﹤0.01% 416
2026
Q1 		$2.48K Buy
34
+11
+48% +$821 ﹤0.01% 459
2025
Q4 		$1.78K Sell
23
-5
-18% -$382 ﹤0.01% 477
2025
Q3 		$2.18K Buy
+28
New +$2.1K ﹤0.01% 430

Other funds holding UNM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Retirement Wealth Solutions's UNM Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Unum (UNM) stake by 5% in Q3 2026, selling an estimated $181 and leaving 38 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Retirement Wealth Solutions first reported a position in UNM in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.58K in Q2 2026. 28 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Retirement Wealth Solutions held 38 shares of Unum worth $3.33K as of Q3 2026.
  • Retirement Wealth Solutions sold 2 Unum shares in Q3 2026, an estimated $181.
  • Unum made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #475 holding.
  • Retirement Wealth Solutions first reported a position in Unum in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Unum position peaked at $3.58K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.