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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
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

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

Retirement Wealth Solutions's UNM Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Unum (UNM) stake by 18% in Q2 2026, buying an estimated $497 and bringing the position to 40 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Retirement Wealth Solutions first reported a position in UNM in Q3 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Retirement Wealth Solutions held 40 shares of Unum worth $3.58K as of Q2 2026.
  • Retirement Wealth Solutions bought 6 Unum shares in Q2 2026, an estimated $497.
  • Unum made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #416 holding.
  • Retirement Wealth Solutions first reported a position in Unum in Q3 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.