RWM
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Ritholtz Wealth Management’s Unum UNM Stock Holding History

Ritholtz 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 		$3.13M Buy
35,011
+145
+0.4% +$12K 0.05% 306
2026
Q1 		$2.55M Sell
34,866
-8,435
-19% -$630K 0.04% 318
2025
Q4 		$3.36M Buy
43,301
+454
+1% +$34.7K 0.06% 227
2025
Q3 		$3.33M Buy
42,847
+520
+1% +$39K 0.06% 214
2025
Q2 		$3.42M Buy
42,327
+160
+0.4% +$12.6K 0.08% 173
2025
Q1 		$3.43M Buy
42,167
+7,990
+23% +$616K 0.1% 141
2024
Q4 		$2.5M Buy
34,177
+637
+2% +$43.9K 0.07% 191
2024
Q3 		$1.99M Sell
33,540
-682
-2% -$37K 0.06% 233
2024
Q2 		$1.75M Sell
34,222
-4,381
-11% -$227K 0.06% 228
2024
Q1 		$2.07M Sell
38,603
-5,963
-13% -$291K 0.07% 189
2023
Q4 		$2.02M Sell
44,566
-6,013
-12% -$274K 0.08% 165
2023
Q3 		$2.49M Buy
50,579
+1,805
+4% +$88.2K 0.11% 110
2023
Q2 		$2.33M Buy
48,774
+9,899
+25% +$432K 0.1% 118
2023
Q1 		$1.54M Buy
38,875
+14,731
+61% +$608K 0.08% 167
2022
Q4 		$991K Sell
24,144
-1,323
-5% -$55.4K 0.06% 233
2022
Q3 		$988K Buy
+25,467
New +$931K 0.05% 242

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

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

Ritholtz Wealth Management increased its Unum (UNM) stake by 0.42% in Q2 2026, buying an estimated $12K and bringing the position to 35,011 shares worth $3.13M. The position accounts for 0.05% of the portfolio, ranked #306.

Ritholtz Wealth Management first reported a position in UNM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.43M in Q1 2025. 759 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Ritholtz Wealth Management held 35,011 shares of Unum worth $3.13M as of Q2 2026.
  • Ritholtz Wealth Management bought 145 Unum shares in Q2 2026, an estimated $12K.
  • Unum made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Ritholtz Wealth Management first reported a position in Unum in Q3 2022 and has held it in 16 quarters since.
  • Ritholtz Wealth Management's Unum position peaked at $3.43M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.