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Robertson Stephens Wealth Management’s Unum UNM Stock Holding History

Robertson Stephens 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 		$228K Buy
+2,546
New +$211K 0.01% 594
2025
Q3 		– Sell
-2,954
Closed -$239K – 577
2025
Q2 		$239K Sell
2,954
-202
-6% -$16K 0.01% 501
2025
Q1 		$257K Sell
3,156
-32
-1% -$2.47K 0.01% 478
2024
Q4 		$233K Buy
+3,188
New +$220K 0.01% 520

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's UNM Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Unum (UNM) in Q2 2026: 2,546 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in UNM as recently as Q2 2025.

Robertson Stephens Wealth Management first reported a position in UNM in Q4 2024 and has held it in 4 quarters since. The position peaked at $257K in Q1 2025. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,546 shares of Unum worth $228K as of Q2 2026.
  • Unum was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Unum made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Robertson Stephens Wealth Management first reported a position in Unum in Q4 2024 and has held it in 4 quarters since.
  • Robertson Stephens Wealth Management's Unum position peaked at $257K in Q1 2025.
  • 765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.