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Rialto Wealth Management’s Unum UNM Stock Holding History

Rialto 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 		$4.92K Buy
55
+23
+72% +$1.91K ﹤0.01% 751
2026
Q1 		$2.34K Buy
32
+14
+78% +$1.04K ﹤0.01% 821
2025
Q4 		$1.4K Buy
18
+5
+38% +$382 ﹤0.01% 885
2025
Q3 		$1.01K Sell
13
-3
-19% -$225 ﹤0.01% 930
2025
Q2 		$1.29K Buy
16
+1
+7% +$79 ﹤0.01% 744
2025
Q1 		$1.22K Buy
+15
New +$1.16K ﹤0.01% 630

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

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

Rialto Wealth Management increased its Unum (UNM) stake by 72% in Q2 2026, buying an estimated $1.91K and bringing the position to 55 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Rialto Wealth Management first reported a position in UNM in Q1 2025 and has held it in 6 quarters since. 763 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Rialto Wealth Management held 55 shares of Unum worth $4.92K as of Q2 2026.
  • Rialto Wealth Management bought 23 Unum shares in Q2 2026, an estimated $1.91K.
  • Unum made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Rialto Wealth Management first reported a position in Unum in Q1 2025 and has held it in 6 quarters since.
  • 763 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.